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Custom Menus Help

New Member
Posts: 5
Country: UK

Custom Menus Help

Good morningSmiley Happy


I would like to create a custom drop down menu from which I can select commonly used document.  I have successfully managed the first part - creating the menu and inserting into it a number of commonly used documents but the documents come up as if they were letters where as I would like them to appear as emails.  The long way would be to use the "Write E-Mail message from template".  I just want to point to the document from the drop down and it produces the email from the template ready to send/edit.


Any thoughts greatly appreciated.  I'm using Act 9.01 btw.


Many thanks



New Member
Posts: 23
Country: India

Re: Custom Menus Help



      It's pretty simple to do that! Please go through the following KB article.