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Customize left menu

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. 

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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. 







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