Navigation Menu Customization

One of the first things you may want to do when setting up your InvestGlass CRM is to personalize it to your needs and your company's branding. Everything on the InvestGlass portal is customizable, from individual window displays to the navigation menu structure.

This guide focuses on customizing your navigation and favorites menu to create a tailored user experience.

Accessing Navigation Settings

To customize your navigation menu:

Navigate to My Account → Company → Portal / Apps
Select Navigation Menu

This will open the customization interface for your company portal's main navigation tabs.

Default Navigation Tabs

Default Navigation Items

Your InvestGlass portal comes with these default navigation tabs:

Apps - Access to integrated applications
Opportunities - Sales pipeline management
Calendar - Scheduling and appointments
Audit Trail - Activity tracking (if applicable)
Contacts Overview - Contact management hub
Accounts - Account management
Contact Reports - Reporting and analytics
Search Bar - Global search functionality

Additional Navigation Options

Available Additional Tabs

You can enhance your navigation by adding these additional tabs:

Markets - Market data and analysis
Contracts - Contract management
Relations Overview - Relationship mapping
Notifications - System alerts and updates
Tasks - Task management
Approval Requests - Workflow approvals

Customization Options

Reorder Tabs

Change the sequence of navigation tabs to match your workflow priorities.

Remove Tabs

Hide tabs that aren't relevant to your team's daily operations.

Add New Tabs

Include additional functionality from the available options list.

Group Permissions

Create different navigation experiences for different user groups.

Client Portal Customization

You can also modify the client-facing portal by adjusting these visible tabs:

Apps
Portfolio
Documents
Calendar
Contact my representative

💡 Pro Tip: Use groups to create personalized navigation menus for different team roles or departments.

Favorites Menu

The Favorites menu provides quick access to frequently used functions. Access it by clicking the three dots (⋯) in the top right corner of your portal.

Configuring Favorites

Default Favorite Items

The default favorites include:

New Contact Report
New Task
New Transaction
New Contact
New Account
Need Help
New Relation
New Contracts

Like the navigation menu, you can add, remove, and reorder these favorites to match your workflow.

Custom Navigation Names

Changing Menu Item Labels

To customize the display names of navigation items:

Go to Settings → Display
Modify the item names as needed
Click Save to apply changes

🌐 Multilingual Support: This feature is particularly useful for creating portals in languages other than English.

Next Steps

All features and tabs mentioned in this guide are covered in detail in other sections of our help center. Explore the related documentation to learn more about each specific functionality and how to maximize your InvestGlass experience.