Buttons

Provides a detailed documentation entry for the Header Buttons configuration modal under Configure Global Buttons & Menus, which allows administrators to manage, add, and customize top navigation header buttons across all connected locations.

Provides a detailed documentation entry for the Dashboard Buttons configuration modal under Configure Global Buttons & Menus, which enables administrators to configure, create, and manage quick-access dashboard action buttons across all connected platform locations.

Provides a detailed documentation entry for the Opportunity Tabs management modal and the Edit Opportunity Tab configuration panel under Configure Global Buttons & Menus, which allows administrators to create and manage smart tabs that embed external forms and pass contact parameters across CRM opportunity views.

Provides a detailed documentation entry for the button activation toggles (Enable Bottom Buttons and Enable Right Sidebar Buttons) within the Unified Button Builder workspace, which enable administrators to globally show or hide floating action buttons and contextual sidebar triggers across connected platform accounts.

Create or edit a header button: set its text, hover guide text and icon; its color, style (solid, outline, ghost), size and icon position; and where it links and whether it opens in a modal or a new tab.

Create or edit a contact button: text, hover text, icon, color, style and size, what happens on click, who can see it, whether contact and custom field data is sent, and an optional dropdown menu of nested items.

Create or edit a dashboard quick-access button: set its text and icon, color, style, size and icon position, and choose where it takes the user.

Create a smart opportunity tab that opens an external form. Set the Tab Name and Form Link, choose whether to send contact data and custom fields data to the URL, and set its accent color and icon.

Create bottom buttons - floating helpers that open drawers from the bottom or right. Click Add new button, set its position, look, icon and link, then click Done and Update Settings.

Create right sidebar buttons - contextual launchers pinned to the right rail. Click Add new button, set its position, look, icon and link, then click Done and Update Settings.

Place the button on screen. Bottom buttons use Left offset (X) and Bottom offset (Y); right sidebar buttons use Vertical offset (Y). Open % sets how far the drawer opens.

Choose which way the button's drawer opens: Right, Bottom, Left or Top.

A second section on Top Nav Buttons with three more editors: Setting Menu for settings side-menu tabs, Launchpad for onboarding tasks, and Menu Manager for dashboard menu items.

Add tabs to the settings side menu. Click Setting Menu, then + Add, enter a Tab Name, choose Divider or Menu as the action type and, for a menu, paste its link.

Edit the tasks shown on the Launchpad. Add a task with an image, description, tagline and button (link or target), save your changes, or use Reset to default.

Manage extra dashboard menu items. Click Menu Manager, then Add New Menu, pick an icon, enter a name and link, and choose which user roles can see it.

Pick an icon for the side button from about 40 icons, such as Chat, Help, Phone, Mail, Calendar and Support, or choose None.

Attach quick links to a side button with Enable Navigation. Each link has a name and a URL type, app or custom URL, added and edited in the Nav Config window.

Provides a floating UI customization panel under the Bottom & Side Buttons - Store module (Build action buttons with a live preview. Changes reflect instantly as you edit.) that allows administrators to configure bottom floating drawers and right sidebar launcher buttons specifically for the Store view.

Provides a detailed button builder form under the Store Visibility – Customize Bottom Buttons panel (MODULE Bottom Buttons) that enables administrators to configure layout positioning, visual styling, icon selections, destination URLs, and drawer expansion parameters with an active real-time preview canvas.

Provides a detailed button builder form under the Store Visibility – Customize Right Sidebar Buttons panel (MODULE Right Sidebar Buttons) that enables administrators to configure right-rail positioning, visual styling, vertical rotated layouts, vector icons, destination URLs, and drawer expansion parameters with an active real-time preview canvas.