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Is there the option to "Modify Menu" for Mail Merge and Lookup drop-downs?

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Copper Contributor
Posts: 11
Country: Australia
Accepted Solution

Is there the option to "Modify Menu" for Mail Merge and Lookup drop-downs?

In ACT! V6 you could modify the dropdown menu to quickly access frequently used mail merges or lookups.

 

For example: we use it frequently to quickly generate a shipping label for a contact, or lookup our "credit card" file where we paste the results of our manually entered credit card receipts so we can easily look them up when needed.

 

1-Fullscreen capture 31052016 53347 PM.jpg

^ (above) ACT! v6 "Modify Menu"

 

 

This functionality/customisation seems to be missing in ACT! v18 pro.

 

Am I missing something, or is there another way to achieve these sorts of little time-saving shortcuts?


Accepted Solutions
Solution
Accepted by topic author sKraeL
‎06-07-2016 04:31 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Is there the option to "Modify Menu" for Mail Merge and Lookup drop-downs?

Hi sKraeL,

 

Yes this is possible in later versions of Act.

 

You can open the menus and toolbars editor by clicking Tools > Customise > Menus and Toolbars, where you can define custom commands such as opening a saved lookup, or external document, and then add the command to most menus or toolbars.

 

Fore more info on menu and toolbar customisation, visit the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/14284

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All Replies
Solution
Accepted by topic author sKraeL
‎06-07-2016 04:31 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Is there the option to "Modify Menu" for Mail Merge and Lookup drop-downs?

Hi sKraeL,

 

Yes this is possible in later versions of Act.

 

You can open the menus and toolbars editor by clicking Tools > Customise > Menus and Toolbars, where you can define custom commands such as opening a saved lookup, or external document, and then add the command to most menus or toolbars.

 

Fore more info on menu and toolbar customisation, visit the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/14284

Copper Contributor
Posts: 11
Country: Australia

Re: Is there the option to "Modify Menu" for Mail Merge and Lookup drop-downs?

Ah.. There it is! Thanks once more, Gary.