Install and activate CRM Menu Builder
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Activate version 2.3.0 and initialise both JSON option records.
Where to goAdmin Area → Setup → Modules → CRM Menu Builder → Activate
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Activate version 2.3.0 and initialise both JSON option records. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Deploy the complete module directory using the approved module process.
- Go to Setup → Modules and activate CRM Menu Builder.
- Go to Setup → Menu Setup.
- Verify Main Menu and Setup Menu load.
- Save a harmless order change and reset it during the controlled test.
Fields and options
aside_menu_activeInitialised to an empty JSON array.
setup_menu_activeInitialised to an empty JSON array.
Database tablesNone; the module stores JSON in CRM options.
Rules and limits
- Activation adds the options only when needed through install.php.
Check it worked
- Activation completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Related guides
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