- Enable the Custom View
- Adding Links
- Adding Folders
This article is meant to assist you with utilizing the Custom Side Menu view. The Custom Side Menu allows for an agency to add external links to their extendedReach system. Oftentimes, the Custom Side Menu is used to share Zoho charts and tables with their staff; however, it can also be used to link to the agencies website, government sites, etc.
If you have a question not addressed here, you can contact support at firstname.lastname@example.org.
Enable the Custom View
If you would like to enable this view, go to Organization Settings -> Organization Preferences -> Settings -> Enable the setting “System: Add custom URLs to side menu”.
Image: Enable Custom View
Once enabled, scroll down to the Custom Side Menu section.
To add a URL to the side menu, without a folder, using the “Title | URL” formatting.
Image: Adding links to the Custom Side Menu
Image: Links example
Folders allow you to group multiple links under a single folder, allowing for more organization in the view.
To add a folder to place the URLs in, use the “Folder Name\ Title | URL” formatting.
Image: Adding folders to the Custom Side Menu
Image: Folders example