Configure CRM form menu

You can configure tabs inside the CRM form. If you don't use business processes, automation rules, or Zoom, remove these items from the menu.

Tabs can be configured in leads, deals, contacts, companies and quotes.

You can configure tabs in the form as well as in the timeline.

To configure the tabs, click More > Configure Menu.

Any employee can set up their own form view.

The account administrator can configure general form view.

Read more in the articles:

You can change the menu item place or hide unnecessary items.

Drag an item to another place or click on the gear icon next to it and select Hide.

If you hide an item, it will be not deleted, but moved to the More menu.

You can return them to the default form view at any time. Select the Reset Menu option.

The timeline menu tabs are configured in the same way.

Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free