Menu Controller

Create a custom menu link with a required Menu Title and an optional Destination URL, then click Create Link. If you leave the URL empty, a dynamic redirect URL is generated for you.

Set Open Mode to Iframe so the custom menu link opens embedded inside the app view. Choose it in the Open Mode buttons when creating or editing a link.

Pick the icon shown next to your custom menu link from the icon grid, with a search box to find icons by name. The selected icon is shown above the grid.

Choose who sees the custom menu link: All Users, Admins Only or Standard Users.

Show the link in every sub-account with Apply To All Locations, or turn it off to search for and tick specific sub-accounts.

See all tools you added to the page navigation, grouped by page (for example Opportunities, Sites, Marketing), with the number of tools on each page and in total.

Choose a page in Select Page - Opportunities, Marketing, Sites, Conversation, Calendars and Contacts or a custom page - to see its tools. Each tool has edit and delete buttons; pages that already have tools are marked (Configured).

Click Manage Tools to open Location Tools Configuration, where you list, add and edit navigation tools using the All Tools, Edit Tool and Add Tool tabs.

Add a tool to a page's navigation. Choose the page category, enter a name, pick a URL type (an app or a custom URL), keep Enabled ticked and click Add Tool.

Change an existing navigation tool: click its edit button in All Tools, update the category, name, URL or Enabled setting, and click Save Changes.

Start customizing the settings sidebar from the Manage Settings Menu Tabs card. Click Open Menu Manager to add, edit or remove settings tabs.

Add a new tab to the settings sidebar: click Add Menu Item, enter a Tab Name, choose the link type and click Save.

Link a settings tab to any web page by choosing Custom URL and entering the address, or to one of your apps by choosing Apps and picking the app.

Point a settings tab to a built-in help destination: Support Chat, AI Support, Installed Apps, Videos, Onboarding, FAQs or Documents.

See all settings tabs in the Manage Settings Menu window with their name and link. Search the list, edit a tab with the pencil, or delete it after confirming.

Provides a detailed documentation entry for the Custom Menu Link Manager – Create Custom Menu Link configuration form, which enables agency administrators to build, customize, and publish new navigation links across sub-account platforms.

Provides a detailed documentation entry for the Custom Menu Manager – Available Custom Menu Links panel, which lists all configured custom navigation links, their systemic identifiers, target behaviors, access roles, location scopes, and management actions.

Provides a detailed documentation entry for the Custom Menu Manager – Open Mode Overview configuration selector, which defines how the destination URL opens when a user clicks the custom navigation menu link within sub-account platforms.