System settings and customisation
Configure the second header menu
A clear Pixie CRM walkthrough for configure the second header menu, with the screen path, field checks and post-save verification.
Where to goSettings dropdown → Header Configuration
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for configure the second header menu, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Settings dropdown → Header Configuration in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Menu label, Route/action, Icon, Order.
- Then check Role/visibility. Use verified information and do not fill optional values with placeholders.
- Complete Configure the second header menu using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Menu label
Route/action
Icon
Order
Role/visibility
Checks before you finish
- Change one controlled setting at a time.
- Check dependencies and module availability first.
- Preview or test in a low-risk area where possible.
- Verify navigation, permissions and affected workflow.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.