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How to Reorder Main Menu Modules in the Left Sidebar

This guide shows you how to reorder the main menu modules (tabs) in the left-hand sidebar of your Dazos CRM to customize the navigation order that works best for your workflow.

Before You Begin

You need administrative access to CRM Settings to modify the main menu configuration.

Steps

  1. Navigate to Settings → CRM Settings → Configuration → Main Menu

  2. On the left side of the screen, you'll see a list of your current main menu modules

  3. Click and drag any module to reorder it in the list

  4. Drop the module in your desired position

  5. The changes will be reflected in your left sidebar navigation immediately

Verification / Expected Result

After reordering, check your left sidebar navigation. The modules should now appear in the new order you specified. The changes apply to your view and may affect other users depending on your CRM configuration.

Troubleshooting / Common Errors

If you don't see the Configuration option or the Main Menu section, verify that you have the appropriate administrative permissions to modify CRM settings.

Related Resources

For more information about customizing your CRM interface and module management, contact support if you need additional assistance with navigation customization.

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