This guide explains how to customize and add a new custom stage to the left navigation menu in your Investment Dominator 2.0 admin console by pinning it to the menu.
STEP 1: Navigate to the Stages Settings
- Log in to your Investment Dominator 2.0 admin console.
- Go to the Settings section from the main menu.
- Select Records under Settings.
- Choose the STAGES tab to manage stages.
STEP 2: Add a New Custom Stage
- Click on the ADD STAGE button to create a new stage.
- Fill in the Stage Name.
STEP 3: Pin the Custom Stage to the Left Navigation Menu
- Locate and check the PIN TO MENU option within the stage creation form.
- Select if you want this Pin to be Primary or Secondary (Secondary means it will be inside a Primary Stage)
- Select a Menu Icon most relevant to this Stage
- This action will attach the new custom stage as a visible item on the left navigation menu in the admin console.
- Save the new stage to apply your changes.
Frequently Asked Questions
Can I pin multiple stages to the left navigation menu?
Yes, you can create and pin multiple custom stages, and each will appear as a separate item in the left navigation menu.
What happens if I do not check the PIN TO MENU option?
The custom stage will be created but not shown in the left navigation menu. You can always edit the stage later to pin it.
Can I reorder the items in the left navigation menu?
The system does not currently support manual reordering of pinned stages; they usually appear in the order created or determined by internal logic.
Is this customization visible to all user roles?
Yes, the pinned stages on the left navigation menu are visible based on role permissions set in your system.
