Main Menu configuration

Set a Main Menu icon

Apply a Font Awesome class to a top-level sidebar item. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

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 you’ll accomplish

Apply a Font Awesome class to a top-level sidebar item. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to the item options.
  2. Enter a valid Font Awesome class in Icon.
  3. Save Menu.
  4. Reload and confirm the icon.

Fields and options to review

IconFont Awesome class string.

Rules the system enforces

  • The external Font Awesome reference link is supplied for class lookup.

How to confirm it worked

  • Set a 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.