Read our blog for the latest insights on sales and marketing Take Me There
Webinar: Use Sugar Data to Easily Generate Complex Documents Register
Webinar: Advanced Calendar Solution for Sugar Register
We've got some great news! As you may know, wMobile Desktop for GoldMine has received a much-awaited UI overhaul that is available with the release of wMobile for GoldMine 5.0, and with that, we are excited to announce that a new feature has been added in wMobile Desktop for GoldMine: the ability to reorder the Main Menu.
This action can be done by each user in wMobile Desktop under User Options or by the Administrator in the Manager Console. Note that the following items are fixed and cannot be moved:
Go to User Options
You will see your main menu displayed as a tree view. And you can start to reorder using drag & drop or the available buttons on the right. If you press on the ‘Built-in Order’ button, the main menu will be reset to the default order provided by the application.
There are two nodes which are fixed and cannot be moved:
“Main Menu”, which is the root of the menu
“more…”, which contains the items which are not directly visible in the main menu. These items will be found under arrow dropdown from the main menu bar.
You can also add external menu items (URLs to external pages):
This is how they are displayed in the Main Menu. Before these items, a line separator will be added.
This is how you will see the items in the Main Menu Configurator and here you can move them wherever you want.
After you finish reordering, you just need to click ‘Ok’ and the main menu will be reloaded.
Go to User Options or Default User Options → Desktop → MainMenu
In the right panel, you will see the property ‘MainMenuItems’ — click on that item and then click on the button with three dots.
The Main Menu Configurator is similar to the one in the wMobile Desktop interface. You need to click on a menu item and then use the arrows up or down to reorder. After you finish the reorder process you need to hit the ‘Ok’ button and the to hit the ‘Save’ button.
Note that without pressing the ‘Save’ button, all the changes will be lost.
When clicking on the ‘Load Built-in Order’ button, the main menu will be reset to the order provided by the wMobile Desktop application. This action is available only in Default User Options and will automatically save the option in the Database.
You can apply this setting for all users – just press the ‘Apply to all users’ button.
The Main Menu items list is built by wMobile Desktop and then saved to cache. Each time a change is made, the cache is cleared.
The main menu builder follows some rules to computing the main menu items for a specific user:
We are very excited to find out what you think of the new wMobile for GoldMine UI and the perks that come with it. If you are interested in upgrading wMobile for GoldMine, don’t hesitate to contact us!