One of the first things you may want to do when setting up your CRM is to personalize it to your needs and your company's colors. Everything on the InvestGlass portal is customizable, ranging from what every window portrays to which windows are shown in the navigation menu.

This article focuses on changing the navigation and favorites menu.

Navigation Menu
Following My Account – Company – Portal / Apps, select Navigation Menu. This will allow you to personalize the main tabs of your company portal. The per default tabs are:

Apps
Opportunities
Calendar
Audit Trail (if applicable)
Contacts overview
Accounts
Contact Reports, and
Search Bar

However, all tabs order can be changed and each tab removed. Additionally, tabs can be added such as:

Markets
Contracts
Relations Overview
Notifications,
Tasks, and
Approval Requests

Below these potential modifications, you can modify your client portal by adding or removing visible tabs such as:

Apps
Portfolio
Documents
Calendar
Contact my representative

Groups: By creating groups of members, you can personalize the navigation menu and favourites per group.

Favorites
Similar to the navigation menu, selecting the Favorites allows you to choose the quick links available in the portal. The favorites are the links that appear when clicking on the three dots in the top right corner. Therefore, you are available, once again, to remove, add and modify the order of each of the available favorite:

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

All the features and tabs seen in this section are developed and explain in detail in further sections of the help center.