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
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
4. To create a new command using your saved query or
another file on your computer:
a. Click the New
b. In the Command
name box, type a name for your new command (e.g. “Contacts Not Emailed Last
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.
choose a custom icon by clicking the Icon…button and then browse to an .ico
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
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
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!