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Customize menu: how to add an icon to query a custom field?

Copper Super Contributor
Posts: 91
Country: USA

Customize menu: how to add an icon to query a custom field?

[ Edited ]

Hello,

 

I would like to have a shortcut to query on a specific field the same way it is done for let's say "city".

 

In a company record, you click on lookup then city, and it spawns the lookup companies box with the field set with "City". You just need to type your value and press enter.

 

Well I want to customize my menu to create an icon so that when I click on it it spawns the lookup companies box with my custom field selected by default. How can I do this please?

 

I already use the Add-On "Default Lookup Field" from Exponentiel (here) but it is not what I prefer in case you collapse the left menu, the lookup box disappear.

 

Thank you

 

Gregory

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

Just point the cursor to the field you want to do the lookup on and right click and choose Lookup <field> option from the context menu.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 91
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

Hello Roy,

Thank you for your answer. I see what your solution is. How can I apply that to a specific icon when customizing the menu?

So that clicking that icon would be the same as right click on the field then left click on lookup.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

No way that I know of, the right click - Lookup option is the shortcut.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 91
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

Hum... I would have thought Act! would offer more options to customize its front end...

Thanks Roy for that little shortcut at least.

Gregory
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

[ Edited ]

Yes there is easy way - custom commands toolbar.

reference ACT! / Tools / Customise / Menus and Toolbars.

REcommend you be in the ACT! welcome screen when you do this and recommend you only add 2 or 3 custom commands at a time, then go back into that tool if you need to add more. You will be given opportunit to use a icon image or text. - cheers - FSBill

 save your favorite queries and add them to your custom commands toolbar. -

http://kb.swiftpage.com/app/answers/detail/a_id/14284/kw/custom%20commands

    need help - call me - cheers - Bill

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
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Copper Super Contributor
Posts: 91
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

Hi Bill,

Thanks for your input. Could you be more specific about how to link the new icon / command to opening the lookup windows with a default field I choose?

I know how to stick a new icon in a menu and how to assign a pre existing command in the list. If it was a custom command, what would it be?

Another way to ask would be: how to add custom fields in the tab commands in the window customize menus and tool bars after I selected the category Lookup?
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

[ Edited ]

less time for me to show you - call me if you need more free assist using remote desktop share - my# 479-270-5065 - cheers - FS Bill Williams

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Nickel Contributor
Posts: 231
Country: Canada

Re: Customize menu: how to add an icon to query a custom field?

Greg,

 

You might want to look at our lookup button:

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=LT36

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
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Copper Super Contributor
Posts: 91
Country: USA

Re: Customize menu: how to add an icon to query a custom field?

Hello Gilles,

 

Thank you for the suggestion. This is a good alternative. However if I compare it with Roy's suggestion (right click inside the desired field then click lookup) or with your other useful add on Default lookup field, I find this add on a bit duplicating these 2 solutions. Except that this add on is not free Smiley Sad

 

I tried it. It looks nice. Makes me wonder why Act could not come up with that thing themselves...

 

Thank you

Gregory