Issue 24 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

ACT! allows complete customization of menus and toolbars. You can add new items--such as executable programs, templates, or internal ACT! commands--to the menus and toolbars.

You can also remove items from the menus and toolbars. If you make any mistakes, don't worry--resetting the menus and toolbars back to the factory default is a snap!

This issue of our tips & tricks newsletter will show you how to make modifications to your menus and toolbars. 

Click these links to learn more detailed information about the the tips outlined in this issue:

As always, if you have any questions about ACT!, please do not hesitate to get in touch with me at 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

  

Brought to you by:

Innovative Solutions
ACT! Certified Consultants
4423 Lehigh Road
Suite 404
College Park, MD 20740
800-322-1049
www.is-crm.com
 

  

L A T E S T   N E W S

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Managing Contacts
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Creating a Custom Command
Relevant for ACT! 2005 & ACT! 2006 Users

If you want to add a program, template, or other non-ACT! command to the menus or toolbars, you'll first need to create a custom command for the item.

To create a custom command:

  1. Click Tools | Customize | Menus & Toolbars. The Customize Menus & Toolbars dialog box will appear.
  2. Click the Custom Commands tab.
  3. Click New button.
  4. In the Command name field, specify the name for your custom command.
  5. In the Tooltip text field, type the text that you'd like to see appear when hovering the mouse over a toolbar button for this command.
  6. Click the Browse button to select the program, document, or template that will be executed when the custom command is run.
  7. Click the Add Command button to add the command to the list of custom commands.
  8. Click Close to exit.
 
Adding a Custom Command to the Menu
Relevant for ACT! 2005 & ACT! 2006 Users

Once you've created a custom command, you can add it to any of the ACT! menus or toolbars. You can also rearrange any of the existing menu and toolbar commands.

To add a custom command to the menu:

  1. Click Tools | Customize | Menus & Toolbars. The Customize Menus & Toolbars dialog box will appear.
  2. Click the Commands tab.
  3. Select a category from the list on the left. (If you're trying to add a custom command, select the Custom Command option.) On the right, a list of commands associated with the category you selected will appear.
  4. Click a command and drag it to a location on the menus or toolbars.
  5. Click Close to save your changes.
 
Resetting Menus and Toolbars
Relevant for ACT! 2005 & ACT! 2006 Users

Customizing the menus and toolbars can be lots of fun, but if you go overboard and make unnecessary changes, you might want to reset the menus and toolbars back to the default settings. You can do this with a single click, but be aware that this process will reset all of the changes you've made. You won't be able to pick and choose which settings should be reset.

To reset the menus and toolbars:

  1. Click Tools | Customize | Reset Menus & Toolbars.
  2. A confirmation screen will appear. If you want to reset the menus and toolbars, click OK.
  3. All menu and toolbar customization (except custom commands) will be reset to the default settings.

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© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.