Hi Peter99

If you want to make changes to the menus and fields then please, especially if you are new to Sage CRM, make the changes ONLY through the user interface.

You can certainly change the menus.  The menus are called 'TabGroups'.  If you go to 

Administration>Customisation>[Person] 

There will be a tab called 'Tabs' in which a tabgroup 'Person' is listed.  Changing that allows you to change the menu options for that entity.

See:  https://www.youtube.com/watch?v=Gy_nlqXmf-M&ab_channel=SageCustomerSupportandTraining

You can easily add new fields.

Under the area

Administration>Customisation>[Person] 

There will be a tab called 'Fields'.

This allows you to add new fields. For a Date of Birth you can use the entry type 'Date'.

https://www.youtube.com/watch?v=piSXQdQyzp8&t=2s&ab_channel=SageCustomerSupportandTraining

and

https://www.youtube.com/watch?v=hxxF52FsmN4&t=2s&ab_channel=SageCustomerSupportandTraining

If you want to change the menus in the My CRM areas you do that through Administration - Advanced Customisation - System Menus - User

If you want to alter what is under Team CRM, go to the same place, but instead of User choose Channel

Personally I tend not to delete entries unless I have to. I tend to put 1=0 is the SQL filter. As 1 is never equal to 0 it returns false, which effectively hides the menu entry.

Yes, you can add new fields to CRM: https://help.sagecrm.com/on_premise/en/2020R1/Administration/Content/Administrator/FC_FAQs.htm

First you create them, then you add them to a screen. The help files will provide most of what you need.

Thanks for that but what determines which menu entries are shown in the MyCRM. At the moment only 4 of the entries ( Dashboard,Calendar,Cases,Leads ) show under the MyCRM entry but I cant work out why ?

When in My CRM (e.g. looking at the calendar) there will be three little dots after the last tab, click on this to see all of the tabs available to you. Some of them might have been hidden. (note this is per user) for example Contacts and Opportunity

Some are controlled by the Preferences (e.g. Solutions & Outbound Calls)

Others are controlled by user access via the user account (e.g. Forecast), or by Security Profiles (Leads, Opportunities and Cases) so if the user doesn't have permission to an area then all tabs will have been suppressed for them.

Some are even controlled by the CRM Licence (If you only have CRM Customer Service, edition you get access to Cases but not Opportunities)