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Fast Tip Friday: Creating a Custom Toolbar Command #SageACT

by bwhalen_sage on ‎11-19-2010 11:55 AM (6,640 Views)

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Over the last couple weeks you have seen how you can re-use simple and complex queries by saving them. Defining group and company memberships is one great way to use a saved query. Another clever way to re-use a query is to create a custom toolbar button that executes a saved query. This can simplify your daily work and save you time when performing common lookups.


Whether you want to add a custom command or another of your favorite Sage ACT! commands to a menu or toolbar, the steps covered in this week’s tip are the same. After you try this tip, think about other commands you might want to add to your menu or toolbars for quick access and improve your productivity in a few clicks!


To Create a Custom Toolbar Command:


1.  From the Tools menu, point to Customize, and then click Menus and Toolbars.



2.  The “Customize Menus and Toolbars” dialog box appears.



3.  Click the Custom Commands tab.



4.  To create a new command using your saved query or another file on your computer:

       a.  Click the New button.

       b.  In the Command name box, type a name for your new command (e.g. “Contacts Not Emailed Last 30 Days”).

       c.  To add a helpful hint when users hover over the command on a menu or toolbar, enter descriptive text in the Tooltip text box.

       d.  Next to the Command Line box, click the Browse button and browse to your “Queries” supplemental files (or other) folder. To add a command shortcut to a saved query, another file or program on your computer select All files (*.*) from the Files of type: drop down list.

       e.  Optionally, choose a custom icon by clicking the Icon button and then browse to an .ico file.


       f.  Select the saved query file, other file or executable and then click Open.

       g. Back in the “Customize Menus and Toolbars” dialog box, click the Add Command button to save your command as a custom command.


5.  Click the Commands tab



       a.  From the Categories list, select the Custom Commands category. The Commands list shows the custom commands.

             - To select a default command, select a menu category. The Commands list shows the default commands for the selected menu.




       b.  From the Commands list, select a command, and then do one of the following:

             - Add the command to a default menu: Drag the command to the menu located in the menu bar at the top of the application outside of the “Customize Menus and Toolbars” dialog box. A gray rectangle and an (X) sign near the pointer indicate that you are moving the item. When the (X) sign changes to a (+) plus sign, release the pointer. The command is added to the menu.

             - Add the command to a toolbar: Drag the command outside the “Customize Menus and Toolbars” dialog box to the view toolbar or to a custom toolbar. A gray rectangle and an (X) sign near the pointer indicate that you are moving the item. When the (X) sign changes to a (+) plus sign, release the pointer.


6.  Click the Close button to close the “Customize Menus and Toolbars” dialog box.


7.  Test your new custom command by selecting the command from one of the menus or toolbars in Sage ACT!. Your command (in this example, saved query) will execute!



Comments
by Sally Malthouse
on ‎06-05-2014 07:52 AM

I am using Act Premium v16.0. I would like to open a folder, rather than a file, using a custom command, in the same way that Write, Other Document (from template) works.

 

Is that possible please? Many thanks.

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