Buttons

Add your own buttons to the app for every location: header buttons, contact buttons, dashboard buttons and opportunity tabs. Each opens an editor with a live preview, styling, link and permission options.

Build floating bottom buttons and right sidebar buttons that open drawers. Set each button's position, drawer direction, size, style, icon and link with a live preview, then click Update Settings.

Rename, re-icon, reposition or hide items in the main left menu for every account. Open the Menu Customization Center to edit or hide items and review all your changes in one place.

Create banners that show at the top or bottom of the app: single banners or slider carousels with title, text, image and a button. Style them, preview them live and save; manage all banners in one list.

Control where the Apps panel appears for your sub-accounts: on the integration page, on other pages too, and in which position. Click Save Settings to apply.

The buttons you set up under Global Configuration apply to every location in your account, so all locations get the same header, contact, dashboard and opportunity-tab buttons.

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.

Create a banner: click New Banner, enter a Display Name, choose Single Banner or Slider / Carousel, set position, order and spacing, add content and click Save Banner.

Choose where a banner appears - Top or Bottom - and set its Order number.

Switch a banner on or off with the Enabled switch in the editor, or straight from the banner list, where the change saves immediately.

See your banner exactly as you build it in the Live Preview, which updates as you edit content, styling and slides.

Choose where the Apps panel opens on other pages: Standard (default position), Right side or Bottom. This option appears when Show Apps On Other Pages is on.

Show your apps on the integration page of every sub-account with the Enable To Show Apps On Integration Page switch, then click Save Settings.

Also show the Apps panel on other pages with the Show Apps On Other Pages switch. When it is on, you can choose where the panel appears.