Move a Main Menu item
Reposition one top-level administrator sidebar entry.
Exact navigationAdmin Area → Setup → Menu Setup → Main Menu
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Reposition one top-level administrator sidebar entry. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Main Menu.
- Drag the item by its handle.
- Drop it at the target top-level position.
- Save and verify.
Fields, choices and supported possibilities
Top-level itemA sidebar menu entry.
Code-backed validations and workflow rules
- Do not nest it deeper than the supported two levels.
Expected result and verification
- Move a Main Menu item completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.