You can customize the left menu from Settings>App settings>Left menu.
- 1. Simply drag and drop the menu items to change the orders.
- 2. Mouse over on the menu items to get the option to make the item as submenu or main menu.
- 3. Click on the Add menu item button for new menu items.
Above settings will change the left menu of all admin/team members.
- To customize the left menu for personal use only, please change the left menu settings from the My profile>My Left menu.
- To customize the left menu for client portal, please change the left menu settings from Settings>Client portal>Left menu.