Within the CRM you can create records from the Global Add button located within the application bar. Depending on your business and how you use the CRM, some of these options may not be relevant to your day-to-day tasks. Therefore, you can remove options from this drop-down menu using our configure option.
To configure your Global Add Menu you will require Prospect Administrator rights. If you require these then please speak to your CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Global Add Menu, click on the cog icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the 'General' section and scroll down until you reach the 'Record Creation Settings' configure option.
Step 2: Removing an Option
By selecting the 'Click to Configure' link, the Configure UI Entity Creation window will open. To remove an option from the Global Add button, find the required option and select 'No' within the 'Show Globally' column. For example, you may wish to remove the Quote option as your sales team just use Sales Orders.
Step 3: Refresh the CRM
Once you have completed your edits, refresh your CRM and the items will be removed from the Global Add Menu.