Main Menu configuration

Remove an existing Main Menu icon

Save an explicit no-icon state instead of reverting to the original.

Audience: CRM administratorsPermission: AdministratorModule v2.3.0
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

Save an explicit no-icon state instead of reverting to the original. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

  1. Open item options.
  2. Clear/remove the original icon value as supported by the form.
  3. Save.
  4. Confirm no icon is displayed.

Fields, choices and supported possibilities

False icon stateRepresents an intentional no-icon override.

Code-backed validations and workflow rules

  • An unchanged original icon is stored differently from an intentionally removed icon.

Expected result and verification

  • Remove an existing Main Menu icon 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.