Adding a custom toolbar will allow your tasks to move more quickly by eliminating the need to find the menu for your task. Follow this simple process and save time every day.

 

Add a New Customized Toolbar

1. In the Quick Access Toolbar click the drop down menu icon and select More Commands...

 

 

2. In the Toolbars tab click the New button.

 

3. In the Add Toolbar dialog box enter a Toolbar name and click OK.

 

 

4. You will now see the new MyCustomToolbar in the Toolbars tab list with the view option checked.

 

•In the Customize dialog you can select a toolbar from the list to Rename or Delete it.

 

 

•When a new custom toolbar is first created it is empty and will look like a little box with dots and an arrow (image below).

 

•The vertical row of dots on the left are the handle for positioning it. The custom toolbar will stay where it is docked unless you move it.

 

•Click the handle and drag the toolbar to any location you like on the screen or even on your computer desktop.

 

•You can also dock it on the right or left side as a vertical toolbar.

 

 

5. Now click the Commands tab and drag and drop the desired commands to the toolbar on the screen.

 

 

•Now you get to make selections for the new custom toolbar.

 

The Legacy menu groups have an * asterisk preceding their names.

 

The V4 ribbon menu groups have the > right arrow preceding their names.

 

Scroll through the Categories list to find  the desired commands, listed on the right, to add to your toolbar.

 

Here the Customer Groups category was selected.

 

Groups are a collection of menu options from an option in the ribbon menu in entrée.

 

In Commands the Customer Groups menu options are listed. Scroll through the list and drag your selections to the Office Clerk toolbar on the screen.

 

Once the first command is added it will expand the toolbar area.

 

In our Office Clerk customized toolbar we dragged in the Invoice, Statements, Print and Cash Receipts from the Customer category commands.

 

When you click on the down arrow of Invoice in the Office Clerk custom toolbar you have access to the entire Invoice menu.

 

•When you drag reports from the Commands list into your toolbar the report name will be listed and easy to find.

 

 

6. For commands with a drop down menu you can further refine that command's list by clicking the down arrow button and selecting Add or Remove Buttons.

 

•Here you can uncheck the commands you do not want to display in your custom toolbar menu.

 

 

7. Click Close to save your custom toolbar.

 

•When selected the command icon will change to color and a mouse over will display icon information.

 

 

 

•Editing a Custom Toolbar

1. In the Office Clerk toolbar click the drop down menu arrow and select Add or Remove Buttons.

 

2. Remove the check from the button in the list and it no longer displays in the toolbar.

 

 

•Delete a Custom Toolbar

You have two options for the removal of custom toolbars.

 

1. To keep the custom toolbar but no longer display it go to the Toolbars tab and remove the check from the box.

 

OR

 

2. To delete the custom toolbar from the system select it then click the Delete button. Then click OK on the delete confirmation dialog message