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Help! My CRM Tools Have disappeared and I don't know how and my finance menu went either


All of my menu items for CRM, parables, and Finance just vanished and I don’t know how. I have the 2021 r2. I checked if they were disabled and who has access and they all seem to be perfectly fine.

Can someone help me recover these?

 

Best answer by Kandy Beatty

Hi @garcimig09 

Along with what @Laura02  stated, here are some other ways to fix that:

  1. Do you have the option with the 3 dots (...) to Edit the Menu

 

  1. If so, you can either Add Workspace or Reset to Default Menu Settings

 

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2 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • March 30, 2023

Hello,

Are you logged in as Admin, or as your user name?  Roles are the first item to check. Removing AP Role from your User will make Payables disappear, for example.

 

Also, if you click (...) menu at lower left side of navigation panel, as if to modify menu, does Payables ‘magically’ reappear in the Navigation menu on left side?

 


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • Answer
  • March 30, 2023

Hi @garcimig09 

Along with what @Laura02  stated, here are some other ways to fix that:

  1. Do you have the option with the 3 dots (...) to Edit the Menu

 

  1. If so, you can either Add Workspace or Reset to Default Menu Settings

 


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