Navigation Menu Designer Dialog Box

Use the Navigation Menu Designer dialog box to customize your Ajera CRM Navigation Tree.

Parent Topic: Navigation Menu Designer Overview

Location

To display the form, complete the following step:

Click Navigation Menu Designer at the bottom right of the Navigation menu.

Contents

Field Description
Menu ID When you select a standard Ajera CRM menu item, this field displays the unique system ID for that item. You cannot change it. When you add a user-defined Info Center, Ajera CRM automatically generates a unique system ID for that item. You can change this ID.
Menu Label This field displays the label for the menu item. You can change this information. You may want to limit the length of the label; if it is too long it will be truncated in the Navigation Menu.
User-Defined Node When you select a menu item, a check in this field indicates that the item is user-defined.
Icon Use the drop-down list to select an icon for the selected node. The list of icons is pre-defined; you cannot modify the list.
Action When you add a user-defined menu item, select an option in the drop-down list in this field to indicate the type of menu item that you want to add. You cannot change the action for a system-defined menu item (or any of its action options, except for the Help Page field). You can select only an action for a user-defined menu item.

Options are:

  • Parent — Use this option to designate that the item is a parent item only; its purpose is to contain other menu items; it has no action of its own.
  • Open Application — This option applies only to standard menu items. You cannot apply it to user-defined menu items. When you select this option, the following fields display in the Action Options section for you to complete:
    • Web — This field displays the Web address for the page.
    • Arguments — This field displays any argument parameters.
    • Open Options — This field indicates whether the page opens in the current window or in a new window.
    • Help Page — This field displays the default Ajera CRM help topic associated with this page. You can change this setting.
  • HTTP — Use this option to add an http address. For example, you can add an intranet site to the Navigation Menu. Complete the following options:
    • Open Address — Enter the Web address for the page.
    • Arguments — Enter argument parameters. (This field is not currently used.)
    • Open Options — Select whether you want the page to open in the current window or a new window.
  • File — Use this option to add an external file or document that you want all employees to be able to access. For example, you can add an employee handbook. In the File field in the Action Options section, click to search for and select a file. Use a network share file as the path.
  • Web Outlook — Use this option to add the Web Outlook application to your Navigation Menu. Complete the following options:
    • Web Address — Select the URL address for Web Outlook.
    • Outlook Folder — Select the Outlook folder that you want to display as the default, such as Inbox, Calendar, or Contacts.
    • Users — Enter an Outlook ID to pass to login. Enter [USERNAME] to pass the Ajera CRM ID as the Outlook ID. If you leave the field blank, the login opens with no name filled in.
  • Report — Use this option to add a favorite report to your Navigation Menu. Complete the following options:
    • Report Favorite — Select a report from the available list of reports.
    • Always Rebuild Report — Select this option if you want Ajera CRM to recalculate the report each time it is selected.
Action Options The fields in this section vary, based on what you select in the Action field. See the Action field description for information about what displays in the Action Options section.