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How to Configure Main Menu Settings to Control Module Visibility (CRM)

Overview: This guide shows you how to control which modules appear in your Dazos CRM left sidebar navigation using the Main Menu settings.

Before You Begin

  • You must have administrative access to your Dazos CRM instance

⚠️ Note: Main Menu settings control module visibility. This is different from the hamburger menu icon, which only switches between pinned and hover modes.

Steps

  1. Navigate to the Main Menu Settings screen in your Dazos CRM administration area.

  2. Locate the module you want to display (e.g., Calendar) in the Select Module picklist on the right.

  3. Configure the module settings to enable visibility in the left sidebar navigation.

Verification / Expected Result

After saving, the module should now appear in the left sidebar navigation for users with the appropriate permissions.

Troubleshooting / Common Errors

Module still not appearing after saving:

  • Verify the user has proper profile permissions for the module

  • Log out and back in to refresh the session

  • Clear your browser cache and cookies

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