Configuring App Menu

Configure the main menu items and their order:

  • In CT Mobile Control Panel

  • In CT Mobile Control Panel 2.0

  1. Go to CT Mobile Control Panel: App Menu.

  2. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings.

  3. Drag and drop desired objects from the Available list to the Selected list.

    • The Available list contains all offline objects. You can drag and drop objects between the lists. All objects in the Selected list will be available in the main menu in the same order.

    • Make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles.

    • Use the search to find the objects in the Available list by typing in the label or API name of the desired object.

  4. Click the 47745273 button to open the Add menu item tool and select the desired additional modules.

    47745270

  5. Arrange menu items in the Selected section.

  6. Click Save.

  7. Perform the full synchronization on the mobile device to apply settings.

  1. Go to CT Mobile Control Panel 2.0: App Menu.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Move desired objects from the Available list to the Selected list.

    • The Available list contains all offline objects. You can move objects between the lists. All objects in the Selected list will be available in the main menu in the same order.

    • Make sure that the current profile has at least View permissions for the selected objects. You can review the profile’s permissions in Setup → Users → Profiles.

    • Use the search to find the objects in the Available list by typing in the label of the desired object.

  4. Click the Show Module Menu button to open the module menu and select the desired additional modules.

  5. Arrange menu items in the Selected section.

    The Home item cannot be moved and always remains on top.

  6. Click Save.

  7. Perform the full synchronization on the mobile device to apply settings.

    ctm control panel new app menu items

The setup is complete.

ctm ios homescreen app menu

Specify an Icon for the Offline Object

To specify a custom icon for the offline object:

  1. Switch to Salesforce Classic, go to the Documents tab, click New and load the icon in the .pdf format.

  2. Go to Setup → User Interface → Tabs.

  3. Click Edit next to the required object.

  4. Click Tab Style.

  5. Click Create your own style.

  6. Click Insert an image and add the image from step 1.

  7. Click OK.

  8. Click Save.

The icon is set. Launch full synchronization.

The selected icon will also be displayed on the main tab of the open record of the offline object.

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