Editing system menu tab groups

The System Menu administration area contains a tab group for each Administration homepage, and the Administration main menu.

  1. Click <My Profile> | Administration | Advanced Customization | System Menus.
  2. Click the Edit icon beside the tab group you want to change.
    • Main Menu drives the buttons that appear on the right-hand side of the screen including Find, New, and Log Off.
    • User includes the tabs displayed within the My CRM context.
    • Channel includes the tabs displayed within the Team CRM context.
    • Reports includes the report categories available from Reports.
    • Groups that correspond to the tabs within individual administration areas. For example, the EntityTabs tab group contains the standard tabs that are displayed in <My Profile> | Administration | Customization when you select an entity to customize it. These tabs are Fields, Screens, Lists, Tabs, Blocks, TableScripts, and Views.
  3. Make the changes you require, such as Removing a tab from a tab group or Changing the ordering in a tab group.
  4. Click Save.

You can customize Button Groups in <My Profile> | Administration | Advanced Customization if you have the Extensibility Module. For more information, see the Developer Help on the Sage CRM Help Center.