Remove an existing Main Menu icon
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Save an explicit no-icon state instead of reverting to the original.
Where to goAdmin Area → Setup → Menu Setup → Main Menu
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
Save an explicit no-icon state instead of reverting to the original. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to item options.
- Clear/remove the original icon value as supported by the form.
- Save.
- Verify no icon is displayed.
Fields and options
False icon stateRepresents an intentional no-icon override.
Rules and limits
- An unchanged original icon is stored differently from an intentionally removed icon.
Check it worked
- Remove an existing Main Menu icon 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.
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