We have changed the structure of the Bitrix24 main menu and moved some tools to the common sections. Thus, we have united the necessary functionality in one place.
This section can be collapsed. All the teamwork tools are located here by default:
- Chat and Calls
- Online documents
You can add or remove tools or change their order by dragging them with the mouse.
Tasks and Projects
In this section, you will find such tools as:
This section has a completely new structure:
- Inventory tab includes Product catalog and Inventory management.
- Customers tab includes Contacts, Companies and Contact Center.
- Sales tab includes Invoices, Quotes, and Sales center. All the tools for sales are combined into one section.
- Analytics tab includes Sales funnel, Bitrix24.BI Analytics, Call analytics, Report Wizard and others.
- Smart Process Automation. If you have already created smart processes, they will all be collected in a new section. In case you haven't used this tool yet, you can find it in the Settings.
- Settings tab includes CRM settings, My company details, Access permissions, CRM.Payment, and CRM.Delivery.
This section remains unchanged. The standard set of tools for working with the customers is available to you.
Sites and stores
This section includes the following tabs:
In this section, we have combined tools directly related to the company activities:
The Lists tab has been moved to the Automation section.
The new section of the main menu brings together all the tools for business automation:
This section can be collapsed. It includes Market and installed applications. You can also see a new tab - Developer resources.
Subscription and Settings sections remains unchanged.
We tried to make the menu more compact and logical in operation, but if necessary you can also add items you need or change their order.