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A Navigation Sidebar is a user interface element that provides easy access to various features, modules, and sections of the CRM. By default, the menu sidebar displays a set of options in a fixed order. However, you can customize the order of these options to better suit your Organization’s needs.
To Customize the Sidebar,
  • Navigate to the Profile Icon in the top right corner.
  • Click on Set-Up
  • Head over to the Misc category
  • Select the Customize Sidebar option
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  • Here you can change the order of the Module with simple drag and drop.
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  • The Option in a Sidebar with multiple options is called a Group.
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  • You can create a new group from the Add Group option mentioned in the top right.
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  • Enter the appropriate Group Name and select the Group Icon.
  • Click on Save.
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  • You can Edit the Group by clicking on the three dots given in the top right corner of any Group.
  • Select the Edit option
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  • You can Edit the Group Name and the Group Icon, followed by an Update.
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  • If you want to reset the order of the menu items to the system default, then click on “Reset to default”.
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Note: You cannot delete a group that contains any menu items inside it, the option to delete will be shown disabled.