From within the Company and also Contact Module the option custom menu is available.


The custom menu can be invoked from the drop down menu at the top of a Company or Contact record.



A custom menu is an action that can either:-

  • Open up a web link / URL

  • Execute a program 

  • Open a file or folder

  • Execute a SQL stored procedure  

You can pass up to 5 parameters to the action that you are invoking.


For instance if you want to perform a Google Search on a company in your CRM database you could do that with the URL

https://www.google.com.au/search?hl=en&q=CompanyName

where CompanyName is the name of the company you want to look up in Google.


Rather than type this into your browser you can create a custom menu action that will open your web browser using the URL

 https://www.google.com.au/search?hl=en&q={1}

where {1} is a parameter that is replaced by the name of the company you are currently viewing in CRM.


For example if you have a prospect and you’d like to perform some pre-qualification before speaking directly with them you can invoke a Google search on their name.


In the example below I am only using 1 parameter {1} searching for the company name in the Google search engine.                       




You can also use the Custom Menu to invoke programs on your computer.
For instance below is a simple example that will bring up the Windows calculator program.