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Main Menu configuration

Set a Main Menu child icon

Apply an icon override to a submenu item.

Audience: CRM administratorsPermission: AdministratorModule v2.3.0
Jump to steps
Where to goAdmin Area → Setup → Menu Setup → Main Menu
Before you start
  • Verify 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 helps you do

Apply an icon override to a submenu item. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to the child options.
  2. Enter the icon class.
  3. Save and verify.

Fields and options

Child iconStored with the child configuration.

Rules and limits

  • Use classes supported by the CRM’s loaded Font Awesome version.

Check it worked

  • Set a Main Menu child 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.
Set a Main Menu iconRemove an existing Main Menu iconMain Menu configurationBrowse all CRM Menu Builder guidesCRM Menu Builder overviewUnderstand roles, permissions and visible menusUse the top navigation and second headerSystem settings and customisationStaff, roles and organisationAdvanced Task Filters