In the portal's Navigation configuration page, you can:

  • Configure what menu items show in the navigation of the portal

  • Control which screens are visible to which customer types


Configuring Navigation

The New button allows you to create a new menu item.

In the above image, there are two menu links on the navigation. The top most link is the left most link in the portal, as shown in the below image:

By dragging the links in the configuration, you can change the order around on the navigation bar as well.

Selecting the vertical ellipsis [] on the link allows you to configure the link.

  • Edit - Edit the current link (see below).

  • Add SubLink - Add a new link as a submenu to the selected link.

  • Add New Link Below - Add a brand new link below this one.

  • Delete - Remove the selected link.

When a link is edited, a right panel opens up:

  • Caption - The name on the link. 

  • Link Type - Where the link will connect to.

    • Screen will take the portal user to a screen within Method:CRM.

    • Website will take the portal user to site outside of Method:CRM.

  • Screen / URL - Depending on what is chosen in Link Type, this will specify the destination for the link. 

  • Icon - An icon can be given to the link.

  • Visible To - You can restrict who sees the link. Choices are:

    • Everyone

    • Customers & Leads

    • Vendors

    • Customers, Leads & Vendors

    • Custom - Advanced users only. To use, see this article.

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