Two-Level Navigation

The "Two-Level Navigation" module allows to group the relations in your navigation menu in order to improve the usability of your TreoPIM system. Thanks to the module, you can combine the related navigation items into groups, e.g. calls, tasks, calendars, e-mails can be grouped into "Activities". The module is compatible with both vertical and horizontal navigation menus.

Installation Guide

In order to install the "Two-Level Navigation" module to your TreoPIM system, go to Administration > Composer; find this module in the "Store" list and click Install:

Install Two Level Navigation Module

Select the desired version in the installation pop-up window that appears and click the Install button. The module background will turn green and it will be moved to the "Installed" section of the Composer. Click Run update to confirm its installation.

Please, note that running the system update will lead to the logout of all users.

To update/remove the "Two-Level Navigation" module from the system, use the corresponding options from its single record actions drop-down list in the Composer.

Administrator Functions

To configure the navigation menu, go to Administration > User Interface.

Please, note that after the "Two-Level Navigation" module installation, the ... tab, which is used to hide other navigation points, is no longer available in the "Add Item" pop-up window. In the "Two-Level Navigation" module we assume that all navigation items are to be grouped. The ... tab will be available again when the module is uninstalled from the TreoPIM system.

Navigation Groups

To create a new navigation group, click the Add Group button:

Add group

In the pop-up window that opens, enter the group name, and assign its icon and color, if needed:

Add group

Click Save to complete the group creation and return to the "User Interface" page; the created group will be added to the tab list:

Added group

To edit the created group, use the pencil button located on the right of the corresponding group in the tab list and make the desired changes in the editing pop-up.

Navigation Items

Navigation items are also managed on the "User Interface" page. To add a new item (or items) to the navigation group, click the + button on the right of the corresponding group in the tab list and select the desired items via the Add button in the pop-up that opens:

Added group

Close the pop-up window to complete the operation; the added items will be displayed within the corresponding navigation group:

Added items

The order of the grouped or ungrouped navigation items can be easily configured via drag-and-drop:

Items ordering

Please, note that a menu item can be used only once in the navigation. So, to add an item, which is already used in the navigation menu, to the group, you will have to delete it first from the menu using the x button on its right and then add it to the desired group via the + button. Ungrouped items cannot be added to the group via drag-and-drop.

To apply the changes, click Save on the "User Interface" page. Refresh the page to see the updated two-level navigation menu:

Two-level menu

Please, note that an empty navigation group (i.e. with no navigation items inside) will not be displayed in the navigation menu.

User Functions

With the "Two-Level Navigation" module installed and configured by the administrator in the TreoPIM system, users will see two-level navigation. Click the group name to unfold navigation points belonging to this group or to fold them back.

Each user can configure his own navigation menu. To do this, select the Custom tab list checkbox on the "User interface" panel within the "Preferences" page. Create the desired navigation group and add items to it in the same way as it is described for the administrator:

Custom navigation menu

After the updates and upgrades of TreoPIM, all settings made should remain. If they disappear, the "Two-Level Navigation" module should be reinstalled – the disappeared settings will be restored, because the module stores them in a separate file.

Get the "Two-Level Navigation" module now to optimize your navigation menu and make it even more well-ordered to meet exactly your needs and requirements.

Do you have questions about this module?