I want to customize the CRM app UI, but I do not want to touch or modify the core CRM app, as I want an upgrade-safe solution.
My Requirements
Make UI changes in the CRM app from a custom app only
Add a custom option in the CRM sidebar
From this custom sidebar option, perform CRUD operations on my custom DocTypes like:
Leads
Customers
Opportunities
etc.
Core CRM app should remain completely untouched
What I am planning / considering
Create a separate custom app
Use:
Custom Pages / Workspace/Doctypes
What is the recommended way to add a custom sidebar option in the CRM app without modifying core code?
If anyone has implemented custom CRM UI extensions (sidebar, custom screens, workflows), please share examples or references.