Hi, I'm new to Hubspot. The Top Navigation Menu has the header level options "Contacts", "Conversations", "Marketing", "Sales", "Service", "Automation" and "Reports".
I want to:
1. Remove some of them
2. Position the remaining ones differently to where they are by default.
I also would love to be able to customize the navigation/menu. As Hubspot continues to grow and expand, there are becoming many tools that we simply do not use. For example, we do not use Payments, Invoices, Quotes, etc... because we use our ERP system for those things. I would like to remove them from visibility to simplify the system and keep users focused on what we want them to be using. This would also help avoid confusion when onboarding new Hubspot users.
I would also like to be able to do this. The old menu was much better before they grouped 'contacts' and 'companies' together on the Sales menu - which was totally pointless! Please make this happen HS.
I would say that it would be absolutely crucial for HubSpot to make navigation menu customizable. I have a very similar situation and it is possible the inability to customize nav-menu will stop me from purchasing Professional package of the system 😞
Hello there - Thanks so much for your feedback! Can you give a couple of examples of what doesn't disappear for you when you use permissions to restrict access to items in the nav? Or were you more interested in the reordering/renaming items?
I agree 100% but I found that you can build nearly anything you'd like with custom modules so you can build your own custom header with custom navigation which works however you'd like.
From there I created the fields that I needed and made sure whatever I put in as values in the different fields was working (just adding the module radomly into the boilerplate template and seeing if it would output the values I entered in Hubspot).
Once that was working I cleared partials/header.html so it now looks like this:
Basically it contains an image picker for the logo + a link. Then a menu seletor to pick the primary navigation and lastly a repeater element where the client can add 1 or more buttons (two in this case) - which in turn outputs a header with a left-aligned logo, a centered main nav and two right-aligned buttons (on desktop).
Don't know if that helps at all, but i hope it will shed some light on the process we chose. All in all I'm very fond of the custom module approach since it resembles building custom Gutenberg Blocks with ACF in Wordpress.
I dont see you were able to remove existing or add new top navigation bar menus from the CRM itself, such as "Contacts", "Conversations", "Marketing", "Sales", "Service", "Automation" and "Reports"