How to create custom menus in Connectwise CRM - Powered by Kayako Help Desk Software
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Knowledgebase: Connectwise
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 support@mindmatrix.net 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.

  • Menu Caption - This will display on the ConnectWise left Menu for text
  • Menu Location - This determines what header of the menu it will fall under
  • Image - The image for the left hand menu
  • Link - This is the URL to your application (95% of partners use SSL so you will need to as well)
  • Locations - This section makes it so only certain departments can see the menu item



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

 

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