With the 3.22.0 major release, ITONICS has updated the structure of the Settings wheel, which can be reached via the gear icon in the top right corner of the page. Due to the deprecated settings structure having missed following a clear understandable logic, such as ordering by alphabet or relevance, only listing the most important configurations on the first level, the decision was taken to update the structure.
Please note: The visibility of the navigation items is of course dependent on your user role and the module being enabled within the individual ITONICS system. Generally, this article targets Application Owners.
Deprecated structure prior to the 3.22.0 major release:
Updated structure from 3.22.0 major release:
Generally, the main adjustments / updates include
Stripping back the first level navigation to only comprise the most important configuration,
Ordering all configurations / sub-navigation items alphabetically within one navigation item,
And updating the label of some configurations to be more descriptive, e.g. Segment changed to Segment Configuration, etc.
Thereby, this article provides a comprehensive overview of the mapping between the old structure and the updated one to facilitate navigation. Note that alongside this article, all remaining knowledge base articles mentioning navigation through the settings wheel have been updated alongside this FAQ article.
Entities: no changes applied
Entity Configuration:
Changed the ordering to alphabetic,
And updated the title of Segment to Segment Configuration
Export / Import Data:
Re-ordered alphabetically below the Entity Configuration
Further, re-ordered the different export and import sub-navigation items alphabetically within the Export / Import Data nav item
Placed the Excel Export / Import Numeric Field Data export within the Export / Import Data nav item
Logs:
Kept as a first level navigation item, comprising all relevant logging pages, incl. Mail Logs (updated the label and its placement) and Integration Logs, a new sub-navigation item covering
The Crunchbase Logs, Salesforce Logs, Tracxn Logs, and Trendone Logs (all alphabetically ordered and with an updated label)
System Administration: alphabetically re-ordered, now comprising all extended configurations, i.e. those previously residing on the first level navigation, such as the Custom Menu Configuration
API Management:
New sub-navigation item, and alphabetically re-ordered to the top
Brand Management:
Alphabetically re-ordered
Budget Management:
Alphabetically re-ordered and added under System Administration navigation item, and updated the label from Manage Budget
Campaign Management:
Alphabetically re-ordered and added under System Administration navigation item
Updated the label to Campaign Management and re-ordered the sub-navigation items alphabetically
Added the Campaign label to Campaign Phases and Campaign Rating Criteria respectively
Cookies, Privacy, Terms & Conditions Management:
Added as a new sub-navigation item comprising the Cookies, Privacy, Terms & Conditions, and Label configuration,
And added the Management label
Custom Menu Configuration:
Alphabetically re-ordered and added under System Administration navigation item
Dashboard Configuration:
Alphabetically re-ordered
Email Notifications:
Added as a new sub-navigation item comprising the Email Actions, and Email Template Configuration (updated label) sub-configurations,
And added the Notifications label
Explorer Menu Configuration:
Updated the label from Manage Explorer Menu to Explorer Menu Configuration, and re-ordered the nav item alphabetically
Gamification Configuration:
Alphabetically re-ordered and added under System Administration navigation item
Global Variable Configuration:
Alphabetically re-ordered and added under System Administration navigation item,
And added the Configuration label
Help Portal:
Alphabetically re-ordered and added under System Administration navigation item
Landing Page Configuration:
Alphabetically re-ordered, and updated the label to Landing Page Configuration
Added two new sub-navigation items to distinguish between Custom Landing Page Configuration (incl. Widget Configuration) and Standard Landing Page Configuration (incl. Landing Page Entity, Menu, and Order configurations)
Login Page Background Configuration:
Alphabetically re-ordered
Newsletter Management:
Alphabetically re-ordered and added to the System Administration navigation item,
And added the Management label
Roadmap Management:
Alphabetically re-ordered and added under System Administration navigation item, and added the Management label
Re-ordered its sub-navigation items alphabetically and updated the bales of the Layer Management and the Milestone Type Configuration
Tag Management:
Alphabetically re-ordered
Task Backlog Configuration:
Alphabetically re-ordered and added under System Administration navigation item, and added the Configuration label
User Configuration:
Alphabetically re-ordered to the bottom half, and updated the sub-navigation item to User Field Configuration
User Management:
No real change, ensured that alphabetically ordered at the end
Be aware that no configuration previously available has been removed, merely the placement adjusted to follow a logical ordering, ultimately increasing the clarity, overview, and understandability of the Settings wheel navigation.