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Interface

Configure CRM item form menu

Emily Walker
Author: Emily Walker
Last update: April 08, 2025.

Configure tabs inside the CRM item form according to your preferences.

You can customize tabs in the form and the timeline menu.

  1. Click More and select Configure menu.
  2. You can change the menu item's location and hide unnecessary ones. Drag an item to another place, or click on the gear icon next to it and select Hide.
  3. To return the hidden items, select Reset menu option.

The timeline menu tabs are configured in the same way.

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