Custom Menu Link
under review
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Foxwerx Group
Ability to add a custom menu link in the CRM interface or the Business App interface. This custom menu link needs only the ability to open an embedded web page without leaving the system. It would be a big asset for our workflows and allow us to transition clients to Vendasta from another CRM platform.
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Scott Rutherford
Adding menu items would be of great benefit. I see two scenarios 1) let the Vendasta Partner add as default for all accounts and 2) per client account for customization. I can provide more detail if interested. Thanks in advance.
Gabriel Tsoi
under review
Thanks for the suggestion! Right now, you can add your own custom product in Vendasta Vendor Center, which can create a link in the Business App navigation menu that opens your specified custom URL. That said, embedding a webpage directly within the Business App interface isn’t supported yet. We definitely see how this could improve workflows and client transitions, and we’ll review this need as we look at future improvements.