ConnectWise Custom Menu Setup

1. Log into your ConnectWise instance   
2. Go to System> Setup Tables

3.   Search the table “Custom Menu Entry” 

4.  On the next page, click on "+" to create a new Menu Entry

5.  Fill out the required fields. Link is https://connectwise.crushbank.com  

6.  You now need to add this new Custom menu to the security role you created for the CrushBank API

1. 1. System> Security Roles> Click on the Security Role you created for the CrushBank API> System> Custom Menu Entry (Customize)> Click on Customize> Move CrushBank to Allow Access to these. 

7. Go to the Menu Location selected and the new menu option should be shown there. In the example below: the menu location is Service Desk and the Menu Entry Caption is "CrushBank"

8. Final View in ConnectWise