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Reports in Custom Menus

New Member
Posts: 12
Country: United States

Reports in Custom Menus

How can I add a custom report or email template to the Report menu?  I would like to avoid my client from having to go to More Reports... and selecting from a long list of report templates.  I need to be able to set if the items are a report or email template.

 

Bryan Britt

Beltane Web Services

 

Moderator
Posts: 4,395
Country: USA

Re: Reports in Custom Menus

Follow the KB article below.

 

How To Customize a Menu or Toolbar in ACT!

New Member
Posts: 12
Country: United States

Re: Reports in Custom Menus

I'm very familar with how to add and customize the menus and toolbars.  However, if you add a custom command that points to the templte, all you get is Microsoft Word pop up with this template loaded.  How can I make it pop up in an Email like the "Email from template" command.