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SettingsAgency SettingsCustomizing TWIM CRM Menus: A Guide to Custom Menu Links

TABLE OF CONTENTS

Custom Menu Links allow agencies to personalize the TWIM CRM navigation menu for sub-accounts and agency users. These links help direct users to essential external resources, training materials, or frequently accessed tools, improving workflow efficiency. This customization enhances user experience and allows for better navigation within the TWIM CRM platform.

Custom Menu Links can be configured in three ways:

  • Embedded Page (iFrame): Displays the external page within TWIM CRM while maintaining the navigation structure.
  • New Browser Tab: Opens the link in a separate browser tab, keeping TWIM CRM open in the background.
  • Current Browser Tab: Replaces the current TWIM CRM screen with the linked content, directing users outside of the platform.

These options provide flexibility based on how agencies want their users to interact with external tools and resources.

Custom Menu Links offer various advantages, including:

  • Streamlined Navigation: Centralized access to frequently used external tools, reducing the time spent switching between different platforms.
  • Increased Productivity: Users can quickly access essential resources without leaving the TWIM CRM interface.
  • Better Training & Support Access: Agencies can provide direct links to help documentation, knowledge bases, or customer support portals.
  • Seamless Third-Party Integrations: Directly embed external dashboards, affiliate portals, or reporting tools within the platform.

Only Agency Admins can create and manage Custom Menu Links, ensuring that only authorized personnel can add or remove navigation options.

To adjust these permissions, navigate to Settings > Team. Select the team member whose permissions need updating and ensure the “Manage Custom Menu Links” permission is enabled.

Learn how to add and configure custom menu links that appear in the navigation sidebar for agency and sub-account users. These steps will help you seamlessly integrate external tools and resources directly into your TWIM CRM workspace. Follow these steps to create a new Custom Menu Link:

**Step 1:**Navigate to Settings > Custom Menu Links in the left-hand menu and click on the Create New button at the top right.

Step 2: Fill in the required details:

  • Link Icon: Click to select an icon.
  • Link Title: Enter the name of the menu link.
  • URL: Provide the external URL to be linked. You may use Location values and Custom Values in here. (These will only work on the Location sidebar when inside an account.)
    Example: http://url.com/{{location.id}}?value={{custom_values.my_value}} 

Step 3: Choose the opening method:

  • Open in an Embedded Page (iFrame): Displays the linked content directly within the TWIM CRM dashboard, keeping users in the same interface. Ideal for tools that support embedding.
  • Open in a New Browser Tab: Opens the link in a separate tab, allowing users to access the resource without leaving their current TWIM CRM view.
  • Open in the Current Tab: Redirects the current TWIM CRM tab to the linked URL. Best used when users are expected to complete tasks outside the platform.

**Step 4:**Set Sidebar Preference and Role-Based Visibility

Set the Sidebar Preference and Role-Based Visibility to define where the link appears and who can access it. The Sidebar Preference allows you to choose whether the link appears in the Agency sidebar, the Sub-Account sidebar, or both:

  • Selecting the Agency sidebar will make the link visible to agency-level users.
  • Selecting the Sub-Account’s sidebar enables you to assign the link to specific sub-accounts only. Once selected, you can choose which subaccounts should display the custom menu link.
  • Role-Based Visibilitylets you control which types of users can see the custom menu link:All: The link will be visible to all roles. User: Only users with the User role will see the link. Admin: Only Admins will have access to the link.

While creating the Custom Menu Link, you can set the URL like this:

https://test.com/test?fname={{user.first\_name}}&lname={{user.last\_name}}&location\_id={{location.id}}&custom\_value\_example={{custom\_values.example\_field\_name}} 

This way, when a user clicks on the link, TWIM CRM will dynamically replace the param variables with actual values based on the user’s context. You can extract these params from the URL and get the user’s context.

Supported params to CML

user.first_name

user.last_name

user.name

user.phone

user.email

location.id

location.name

location.city

location.state

location.country

location.address

location.email

location.phone

location.postal_code

location.full_address

location.website

location.logo_url

location_owner.first_name

location_owner.last_name

location_owner.email

custom_values.{CUSTOM\_VALUE\_NAME}

Make quick updates or remove outdated custom menu links as your agency evolves. This section shows you how to keep your sidebar navigation clean and relevant by editing or deleting existing links.

  • Navigate to Settings > Custom Menu Linksand find the desired link and click the Edit (pencil icon) or Delete (trash icon) button. Make the necessary updates or confirm deletion. These changes include updating the name and icon of the existing link. Changes will immediately reflect in the navigation menu for all users.
  • Click on the Rearrange Custom Menu Links button at the top right and drag and drop menu links to the desired order. Finally click Save to finalize the changes.

To maximize the effectiveness of Custom Menu Links, consider the following:

  • Keep It Organized: Avoid adding too many links that might clutter the navigation menu.
  • Use Clear Titles & Icons: Ensure that menu items are easily recognizable and intuitive for users.
  • Test iFrame Compatibility: Some external websites may have restrictions preventing them from being embedded in an iFrame.
  • Regularly Review & Update Links: Ensure that all links remain relevant and functional over time.

Frequently Asked Questions

Q: Can subaccounts create their own Custom Menu Links?
No, only agency users with the necessary permissions can manage Custom Menu Links.

Q: Can I embed any website using the iFrame option?
Not all websites allow embedding via iFrame. Test the link before deploying it to users.

Q: Can I restrict Custom Menu Links to specific users or roles?
Yes, you can control visibility based on user roles and permissions in the Team Settings.

Q: How do I reorder Custom Menu Links?
Click Rearrange Custom Menu Links, drag and drop the links, and save the new order.

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