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Custom Template Access

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New Member
Posts: 2
Country: United States
Accepted Solution

Custom Template Access

We recently upgraded from ACT! 6.0 to ACT! Premium 10.0.  In 6.0 we customized the Write drop-down menu to include direct links to our customized templates that we all use every day.  In 10.0, it appears that you cannot customize this drop-down menu, as the "preferences" option is no longer there.  Now we have to select Write, Other Doc (fr template), back up one directory, enter another directory, then chose the template we need.  I can't seem to find a short cut for this process.  I even thought of writing a macro to duplicate the steps, but I don't see where this can be done in 10.0 either.  Can anyone offer a suggestion?  Thanks!

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Accepted by topic author rhonmac
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 25
Country: Australia

Re: Custom Template Access

Hi. Would this help? http://tinyurl.com/6jyzu4

 

Cheers

Shane

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Solution
Accepted by topic author rhonmac
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 25
Country: Australia

Re: Custom Template Access

Hi. Would this help? http://tinyurl.com/6jyzu4

 

Cheers

Shane

New Member
Posts: 2
Country: United States

Re: Custom Template Access

Thank you Shane!!  That is EXACTLY what I was looking for!  Apparently it is more tedious to accomplish in this version, but I'm still glad it can be done.  Thanks so much for the tip - I really appreciate it! 

 

Have a great day

 

Rhonda