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How do I use the Menu Manager?

*Notice: The Menu Manager functionality will only work on approved SwiftModders WHMCS Themes. It will have no effect on default WHMCS or other third-party WHMCS themes.

As of version 1.1.0 of the SwiftModders WHMCS Theme Installer, the WHMCS navigation menu can be directly edited for all SwiftModders WHMCS Themes via the Menu Manager. This powerful new feature will allow you to edit the menu for both non-logged in and logged in views. To take advantage of this functionality, please read through the following guide.

Enabling the Menu Manager

By default, the Menu Manager will be disabled so let’s login to your WHMCS Admin installation. Once logged in, you’ll need to navigate to “Addons” > “SwiftModders WHMCS Theme Installer.” When the Theme Installer loads, select “Configuration” in the top menu. You will see quite a few options, but the option you’ll want to focus on is “Enable Menu Manager.” Toggle the option to “On,” and that will enable the Menu Manager!

Enable Menu Manager

*Notice: Enabling the Menu Manager will disable the “Menu Icons” section of the Allure WHMCS Theme. I will later go over how you can import your Menu Icon settings to the Menu Manager.

Accessing the Menu Manager

After enabling the Menu Manager, the easiest way to access the tool is to click on the “Menu Manager” tab in the Theme Installer menu. If you do not see this as an option, then you’re not using version 1.1.0 of the Theme Installer. If you have not enabled the Menu Manager, you will not be able to access the interface and menu options.

SwiftModders Menu Manager - Access

Understanding the User Interface & Options

When you initially load up the Menu Manager, you will see a success notice saying the “guest” menu was successfully installed. This is because the Menu Manager will try to install the default WHMCS menu items when you first load it up. You will receive a similar message when loading up the “client” menu as well. This is a good starting point to break down the different types of menus available in the Menu Manager.

Guest vs. Client Menu

The Menu Manager has two types of menus, “Non-Logged In View” and “Logged In View.” For simplicity, I’ll refer to these two menu options as “guest” vs. “client” throughout this guide. This setup allows you to easily make unique changes to either menu without impacting them both. The limitation here is that you will need to make menu changes to both types if you want to impact menu items that show up in both. You can easily switch between the menu items by clicking on the button group above the menu interface. Just be sure to save your menu order changes before navigating away!

SwiftModders Menu Manager - Menu Type

Menu Manager Tasks

The Menu Manager comes equipped with a few tasks you can run at any time. Here is a quick breakdown of each task and what they can do for you:

  • Find New Items: Use this task to search for custom menu items that have been created by custom WHMCS addons or via the WHMCS Navigation Hooks. To search for menu items that are only available to guests, simply leave the “Client ID” blank. To search for menu items that are either available to a specific client or any logged-in client, input the “Client ID” before searching.
  • Import Icons: Both the SwiftModders WHMCS Client Theme and Allure WHMCS Theme come with pre-defined menu icons. If you have made changes to those icons, you can use this task to import the menu icons directly into the Menu Manager. The import tool will import icons for both menu types, so you only need to run it once. You can also re-run the import tool if you make a mistake and need to reset the menu icons.
  • Reset Current Menu: Use this task if you simply wish to start over from the beginning. This task will ask you to confirm as it will delete all of your customizations and reset the current menu type with default WHMCS menu items. Always use this option with caution.

SwiftModders Menu Manager - Tasks

Menu Locations

Each menu type has pre-defined menu locations. These locations are placed explicitly within each SwiftModders WHMCS Theme and will be rendered differently.

  • The “Primary” menu location houses all of the primary menu items of the theme. These menu items are typically viewable in either the side-menu or top-menu style, depending on your theme configuration.
  • The “Secondary” menu location houses the login/account details menu items. You can add menu items to this area as well, but it will look different from the Primary Menu. The “Secondary” menu is not meant to house many nav items, be careful. You may end up breaking the design on smaller devices.

SwiftModders WHMCS Menu Manager - Locations

Menu Item Options

  • Edit: The pencil icon will open the edit modal window for the menu item you select.
  • Delete: The trash can icon will delete the menu item you select. You cannot delete menu icons that are native to WHMCS or were imported by the finder task.
  • Open/Close: The arrow up/down icons indicate if the menu item is open or closed. Top-level menu items will have the ability to add children menu items.

Adding a Menu Item

Adding a new menu item to the selected menu type is quite easy. Each menu location will have an “Add New” button at the top. This will create a top-level menu item for the given location. Also, all top-level menu items will have an “Add New” button inside of them. Clicking on the arrow down icon will unveil any children menu items in addition to the “Add New” button.

SwiftModders WHMCS Menu Manager - Add Buttons

Once you have selected the location for your new menu item, you can click on the “Add New” button. A modal window will appear that offers you several menu item fields. Let’s go through what each of these fields can do:

  • Identifier: This is the unique name for the menu item. No other menu item within this menu type should have the same name. If one exists, the form will return an error.
  • Label: This is the display text for the menu item. By default, this field will only edit the English translation of the menu item. If you wish to have this menu item translated, you will need to add a new translation variable to the language you want. The name of the translation variable should be the “Identifier” you have set (ex. $_LANG[‘identifier’]). To learn more about translating items in WHMCS, please view the Translating section of the WHMCS Development documentation.
  • Icon: WHMCS has built-in support for FontAwesome and Glyphicon. This field comes with a FontAwesome finder, but will only present the free icons. If you wish to use “Pro” icons, you can. Note that WHMCS has not added support for Duotone icons.
  • URL: This is the URL that you wish for this menu item to direct to. If this menu item will have children, it’s best to set this to “#.” By default, WHMCS will change it to “#,” but you must have a value here, or the menu item will not be saved.
  • Order: This will define the sort order for this menu item among its siblings. You can change the menu item sort order in this field directly or by dragging and dropping the menu item.
  • Hide Menu Item: If you wish to remove a particular menu item from view, you can enable this option. It will not be rendered in the menu and effectively works the same as deleting a menu item. The benefit is that the item is still available for you to use later.
  • Classes: If you need to add some custom styles to this menu item, you can add specific CSS class selectors. Always make sure your CSS selectors are not too broad as it could be impacted by other design elements with the same name.
  • Target: If the URL for this menu item requires opening in a new window/tab, you can set that. By default, all menu items will open in the same window/tab.

SwiftModders WHMCS Menu Manager - Add New Menu Item

Once you have added all of the necessary menu item information to this form, click the “Add” button. The menu manager page will refresh, and the menu item will be added to your navigation. All custom menu items created via the Menu Manager will have a trashcan icon available if you wish to remove it altogether.

Editing a Menu Item

Editing any menu item is simple and can be initiated by clicking on the pencil icon. Once clicked, the edit modal window will open and present pre-filled fields you can modify. All of the options are similar to the above “Adding a Menu Item” section. The only difference is that the “Identifier” field will be grayed out and read-only. This is because specific menu items cannot have their identifier changed. If, for some reason, you must change the identifier of a custom menu item, you will need to delete the custom menu item and re-add it with the identifier you desire.

SwiftModders WHMCS Menu Manager - Edit Menu Item

Once you have made the changes to the menu item fields, simply click the “Edit” button, and your menu item will be updated.

Hiding/Deleting a Menu Item

The Menu Manager will present you with a few options for removing a menu item from public view. If the item is a default WHMCS menu item or has been added via the finder task, it will not have a trashcan (delete) icon available. If you wish to remove this type of menu item from view, you will have to edit the menu item and enable the “Hide Menu Item” option. This will effectively remove the menu item.

SwiftModders WHMCS Menu Manager - Hidden

If the menu item you wish to remove were added via the Menu Manager, it would have a trashcan (delete) icon available. Clicking the icon will remove the menu item from the Menu Manager altogether. I would recommend only deleting a menu item if you are 100% sure you will not need it again. If you are unsure, you can simply enable the “Hide Menu Item” option to remove it from public view.

SwiftModders WHMCS Menu Manager - Delete Menu Item

Hiding or deleting a menu item that is a parent will also impact the child menu items. For example, if you were to hide a menu item with children, the children will also be removed from the menu as well. If you were to delete a menu item with children, the children WOULD NOT be removed. They will have their assigned parent removed and added as top-level menu items. It is recommended that you delete the children first before deleting the parent if that is undesirable.

Reorder Menu Items

From the Menu Manager interface, you can simply drag and drop the menu items around in the order you prefer. You can also move menu items in and out of various parent menu items. You can also edit the sort order for a specific menu item by editing the “Order” field directly. You will not be able to drag and drop menu items between the “Primary” and “Secondary” locations.

SwiftModders WHMCS Menu Manager - Save Sort Order

Once the sort order is to your liking, you will need to click “Save Menu Order” to register the changes. If you leave the page, your sort will be lost.

Available Variables

The following variables are available for use in menu items:

  • {firstName}: This variable will display the logged-in client’s first name. The only recommended usage is for the client menu type. (Available in 1.1.0)

As more variables become available, this list will be updated.

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