Optimise Navigation with the Promotion Menu
The Promotion Menu feature in the B2CORE Back Office enables you to customise the menu displayed to clients, tailoring their experience and ensuring easy access to the most relevant features.
Key Features
Menu Management
ID: Each menu item is assigned a unique identifier for efficient management.
Name and Caption: Define menu item names for internal use and captions for display in the B2CORE UI.
"New" Label: Highlight new additions to the menu by marking items with the “New” label.
Menu Management
ID: Each menu item is assigned a unique identifier for efficient management.
Name and Caption: Define menu item names for internal use and captions for display in the B2CORE UI.
"New" Label: Highlight new additions to the menu by marking items with the “New” label.
Visibility Controls
Visible Toggle:
Active: The menu item is displayed to clients in the B2CORE UI.
Inactive: The menu item is hidden from the client interface.
Drag-and-Drop Sorting: Easily reorder menu items to prioritize key features.
Visibility Controls
Visible Toggle:
Active: The menu item is displayed to clients in the B2CORE UI.
Inactive: The menu item is hidden from the client interface.
Drag-and-Drop Sorting: Easily reorder menu items to prioritize key features.
Access Customisation
Verification Level Allowance: Restrict visibility of menu items to clients with specific verification levels.
Client Type Allowance: Control menu item visibility based on client types.
Access Customisation
Verification Level Allowance: Restrict visibility of menu items to clients with specific verification levels.
Client Type Allowance: Control menu item visibility based on client types.
Custom Menu Items
Create external links for your clients using custom items in the Promotion > Menu section:
A custom name
A URL to which the item redirects (external resources or supporting pages)
An icon
Custom Menu Items
Create external links for your clients using custom items in the Promotion > Menu section:
A custom name
A URL to which the item redirects (external resources or supporting pages)
An icon
How It Works
01
View Menu
Use the eye icon to access the list of menu items.
02
Edit Items
Customise visibility, captions, and access permissions for each menu item.
03
Reorganise Layout
Drag and drop items to reorder the menu for better navigation.
04
Highlight Updates
Use the “New” label to draw attention to recent additions.
Why Use the Promotion Menu?
Why Use the Promotion Menu?
Personalised Navigation
Offer a tailored menu experience based on client verification levels and types.
Personalised Navigation
Offer a tailored menu experience based on client verification levels and types.
Improved Usability
Help clients find relevant features faster with an organised menu layout.
Improved Usability
Help clients find relevant features faster with an organised menu layout.
Dynamic Updates
Quickly add, edit, or reorder menu items to reflect current priorities.
Dynamic Updates
Quickly add, edit, or reorder menu items to reflect current priorities.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
What is a Forex CRM?
How Does a Forex CRM Work?
What Type of CRM Do Forex Companies Use?
Why Do Companies Need a Forex CRM?
How to Choose the Right CRM for Financial Services
How Does a Forex CRM Work with Emails?
What is a Forex CRM?
How Does a Forex CRM Work?
What Type of CRM Do Forex Companies Use?
Why Do Companies Need a Forex CRM?
How to Choose the Right CRM for Financial Services
How Does a Forex CRM Work with Emails?
What is a Forex CRM?
How Does a Forex CRM Work?
What Type of CRM Do Forex Companies Use?
Why Do Companies Need a Forex CRM?
How to Choose the Right CRM for Financial Services
How Does a Forex CRM Work with Emails?
Streamline Client Interaction Today
Try B2CORE Demo and enhance your menu customisation!
Streamline Client Interaction Today
Try B2CORE Demo and enhance your menu customisation!
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design
B2CORE
All-in-one CRM that caters to your growing business needs.
Back Office
Solutions
B2CORE
© 2025 B2BROKER
Website developed by wsa.design