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Step 7 of 15 · Menu Configurator · topic 1 of 5

Build · Menu Configurator

Menus are the front door — for web and phone, for every role

Decide what each person sees when they sign in: a web sidebar and a phone home screen built from the menus their roles allow. Drafted by AI from your requirement, fine-tuned by hand.

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One menu tree becomes a web sidebar and a phone home screenA tree of menus — loans, credit and field items — turns into a sidebar on the laptop and a grid of tiles on the phone for the items marked for mobile.MenusLoansNew applicationAll applicationsCreditCredit queueApprovalsFieldNew leadMy leadsWeb sidebarPhone home screenLoansNew applicationAll applicationsCreditCredit queueApprovalsHome
A menu tree folding into a phone home screen of tiles on one side and a laptop sidebar on the other.
In short

The Menu Configurator decides what each role sees on the web sidebar and the phone home screen. Items open new entries, work lists or reports, or start a process in one click.

In this stop

4 more topics on Menu Configurator

  1. How it worksOpen a group, a form for a new entry, a searchable list, a report or a link — or start a process with one click.
  2. Everything you can configureEvery setting in Menu Configurator, grouped by what it controls, each explained in one line.
  3. Built with AIAn example request and the proposal that comes back. Nothing changes until you apply it, and one click undoes it.
  4. QuestionsShort, direct answers to the questions buyers ask most about Menu Configurator.

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Up to 10 users. 30 days to build, then 30 days live after go-live.

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Updated 30 September 2026