How to create custom menus in Connectwise CRM
Posted by The Team at Mindmatrix on 17 November 2015 09:05 AM
Steps to create custom menus in Connectwise CRM:
Step 1: From within the ConnectWise client navigate to System ---> Setup Tables
Step 2: Search for the Custom Menu Entry setup table and click on that table link
Step 3: Click the new icon in the top left
Step 4: Email firstname.lastname@example.org for your custom URLs for custom menus in Connectwise. Please include your Mindmatrix username, URL (mm.amp.vg, msp.amp.vg, etc.), and company name.
Step 5: Fill out each section using the custom links provided to you from support.
Our support team will provide you with URLs for AMP custom menus that you can add to the to the Link section of the Menu Entry:
Result - Dashboard-MM
Result- Internal Playbook-MM