- Basics
- Dashboard
- Projects
- Calendar
- Tasks
- Planner
- Contacts
- Quotes
- Orders
- Invoices
- Purchase orders
- Bills
- Budgets
- Marketing
- News Feed
- Files
- Media
- Reports
- Administration
- Integrations
-
Settings
- Video: Settings
- Search settings
- How to reset my password
- My settings and site settings
- SMTP set-up
- My calendar and tasks – General
- My calendar and tasks – My activity types
- Setting up the menu
- Company data and logo
- Sales and finance – General
- Accounting objects
- Client profiles
- Setting up late invoice reminders
- Units
- Tax rates
- Currencies
- Sales and finance – Discounts
- Sales and finance – Margin and markup
- Work and projects – Labor cost
- Work and projects – Calendar and tasks
- Work and projects – Activity types
- Work and projects – Durations
- Work and projects – Resources
- Work and projects – Holidays
- Products and services
- Product addons
- Warehouse
- Price lists
- Commission calculator
- Web-to-lead (web forms)
- Statuses
- Adding, modifying and deleting PDF templates
- Custom fields
- Custom fields in reports
- Mandatory and unique fields
- Additional company accounts
- Import/Export
- Help Center
- Knowledge base
- Settings
- Setting up the menu
Setting up the menu
Your Scoro site has one customizable menu. You can pick and choose the items you wish to see on the menu.
Go to Settings > My settings > Menu and just drag and drop things (like Calendar, Tasks, Reports, etc.) to the menu in the order you want them to appear. You can also choose to leave things out from the menu by dragging and dropping them to Not in menu.
The items that are listed higher in the menu list, will appear on the header menu, the others under the dropdown menu. The header menu is dynamic and fits around seven items, depending on their length.
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