You can perform the following tasks from the Site Preferences subtab:
For an introduction to the Interapplication Bar, please see the topic Understanding the Interapplication Bar.
Use the following procedure to set up navigation groups, which represent customizable sets of applications with defined responsibility settings. They act as links in the Interapplication Bar. The Interapplication Bar is the set of navigation groups that displays at the top of every page in HTML-based CRM applications. For an introduction to the Interapplication Bar, please see the topic Understanding the Interapplication Bar.
Steps
In the Settings tab, navigate to Site Preferences > Interapplication Bar > Navigation Group Setup.
To create a new navigation group, do the following:
Type a name and description into an empty row in the table.
In the Status column, choose Active from the drop-down list if you want the navigation group to display in the Interapplication Bar. Choose Inactive if you do not want it to display.
In the Display Order column, use the drop-down list to select the navigation group's placement in the Interapplication Bar.
If a navigation group called "Sales" is has a display order of 0, one called "Marketing" has a display order of 1, and another called "Service" has a display order of 2, then the Interapplication Bar will look like the following: Sales Marketing Service, provided the end user has responsibilities within all three navigation groups. (For example, if the end user does not have any responsibilities for service applications, then he or she will not see Service.) (Note that if your deployment is in a language that reads from right to left, then 0 will set the navigation group at the far right hand side of the screen, and so on.)
Click Update to save your work.
Click the icon in the Detail column to map CRM applications to this navigation group.
To edit an existing navigation group, please see steps 2b - 2e.
To delete a navigation group from the table, do the following:
Select the check box in the Remove column that corresponds to the navigation group that you want to delete.
Click Update.
Related Topics
Editing Navigation Group Details
Use this procedure to map CRM applications to navigation groups. A navigation group is a customizable set of applications with defined responsibility settings that is launched when you click its link in the Interapplication Bar. The Interapplication Bar displays at the top of every page in HTML-based CRM applications. For an introduction to the Interapplication Bar, please see the topic Understanding the Interapplication Bar.
Steps
There are two ways to access this page:
In the Settings tab, navigate to Site Preferences > Interapplication Bar > Navigation Group Details.
In the Settings tab, navigate to Site Preferences > Interapplication Bar > Navigation Group Setup, then click the icon in the Detail column that corresponds to the navigation group you are working with.
If you came to this page by way of the first method above, then you will need to choose a navigation group from the drop-down list before you can begin selecting applications.
Choose the name of an application in one list and click > or < to move it to the other list.
Repeat step 3 as desired.
If you want to move all Available Applications to the Selected Applications list, then click >>.
If you want to move all Assigned Applications to the Selected Applications list, then click <<.
Click Update to save.
Related Topics