System settings and customisation
Customise the main and setup menus
Customise the main and setup menus in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSetup → Menu Options
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 customise the main and setup menus, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Menu Options 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 Customise the main and setup menus 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.