How to Configure the Module Menu Filter in SuiteCRM

Learn how to configure the Module Menu Filter in SuiteCRM to streamline your CRM navigation and improve efficiency.

Module Menu Filter

Configuring the Module Menu Filter in SuiteCRM can help streamline navigation, making it easier for users to access the modules they use most frequently. This guide will walk you through the steps to configure the Module Menu Filter and explain its benefits.

Step-by-Step Guide to Configure Module Menu Filter

1. Log in to SuiteCRM:

• Use your administrator credentials to log in to your SuiteCRM account.

2. Access the Admin Panel:

• Click on the “Admin” link located in the top-right corner of the SuiteCRM interface.

3. Navigate to Display Modules and Subpanels:

• In the Admin panel, scroll down to “Developer Tools.”
• Click on “Display Modules and Subpanels.”

4. Configure the Module Menu Filter:

• In the “Display Modules and Subpanels” section, you will see a list of all the modules in SuiteCRM.
• Drag and drop the modules to order them according to your preference. The modules at the top of the list will appear first in the menu.
• You can also choose to hide certain modules from the menu by moving them to the “Hidden Modules” section.

5. Save Your Configuration:

• After arranging the modules, click the “Save” button to apply the changes.

6. Customize User-Specific Menu Filters:

• Go to “Admin” > “User Management.”
• Select a user and click “Edit.”
• In the user profile, navigate to the “Advanced” tab.
• Here, you can customize the module menu for specific users by selecting or deselecting modules they can access.

Benefits of Configuring the Module Menu Filter:

1. Improved Navigation:

• Streamlining the menu helps users find the modules they need quickly, reducing time spent searching for features.

2. Increased Efficiency:

• Users can focus on the modules relevant to their roles, improving productivity and efficiency.

3. Customization for Different Roles:

• Tailoring the menu to different user roles ensures that each user has access to the tools they need without clutter from unnecessary modules.

4. Enhanced User Experience:

• A clean and organized menu enhances the overall user experience, making SuiteCRM more intuitive and user-friendly.

5. Security and Access Control:

• Limiting access to certain modules can improve security by ensuring users only have access to the information they need.

Configuring the Module Menu Filter in SuiteCRM is a simple yet powerful way to enhance navigation, improve efficiency, and provide a better user experience. By following this guide, you can tailor the SuiteCRM interface to better meet the needs of your team, ensuring they can access the tools they need quickly and easily.