Menu Items

Chris Updated by Chris

Menu Items are used to describe content which can then be placed into a Menu. They are created and exist independently from the Menus which use them. Modifying an existing Menu Item will affect all Menus which reference it.

You can search, modify, create, and delete menu items from the Menu Items page inside your Admin Console. In general you will be able to customize the name and icon of menu items. Be aware that horizontal space inside the Portal Menu is limited, therefore names which are too long will be truncated with ellipses. You can also add searchable metadata to the items, known as tags. These are here to help you manage and organize your items.

Screenshot showing the list of menu items

Screenshot showing the details of a menu item
Native Menu Items

These are the standard menu items that come with DeskDirector. Native menu items cannot be created or deleted, but you can customize their name and icon. These menu items are included in every Menu by default.

Note: Native menu items respect the permissions and settings you have set up elsewhere. E.g. A user will not see the Quotes menu item if they don't have the Quotes permission. A user will not see the Ticket Approval sub-menu if they do not have the Approval permission.
Create Ticket

The ticket creation page.

Tickets

Represents all ticket related items. This currently includes Open Tickets, Closed Tickets and Approval Tickets.

The Tickets menu item cannot be changed at this point in time, since there are 3 distinct menu items grouped here. A future release will combine these into one, at which point you will be able to rename this.

Approval Tickets only visible if user has Approval permission

Notifications

The notification center.

Only visible if Notifications are enabled

Learning

Represents the learning center. Once the new menu system has been enabled, top level learning items will instead appear inside the learning center.

Only visible if user has Learning permission

Quotes

The Quotes table.

Only visible if user has Recommendations permission

Invoices

The Invoices table. This will not display if any ConnectBooster Menu Item's are found in the Menu.

Only visible if user has Invoices permission

Settings

The settings page

An embedded ConnectBooster application.

Only visible if user has Invoices permission

An embedded external site.

This item will allow you to embed an external site into the application. If configured, the portal will also pass through certain information inside the query parameters of the URL, which may be useful for sites which want to display customized content for the user.

The portal will only be able to display sites which have X-Frame options which allow this. Please read MDN Web Docs X-Frame-Options for more information.

The external site will be fully sandboxed by default for security. Sandbox restrictions can be lifted at your discretion. Please read MDN Web Docs IFrame for more information.

How did we do?

Getting Started with the Menu System

Menu System - Changes to the Portal UI

Contact