To add a button to your toolbar
Reports and Lists
- Open the Report or List you want to add to your Toolbar.
- On the menu of that page, select Special > Add this search to the Toolbar.
- A button allowing quick access to your Report or List will now appear on your Toolbar. If you have multiple tabs already set up, this option will appear on all Tabs
Functions and Reports
These can be added in multiple ways.
Adding functions or reports through a menu
On any form, use the special menu to add the item to your toolbar.
Go to Special > Add this form to the toolbar > The form will be added to your toolbar automatically.
Adding functions and reports through User options
- From the Menu, choose User > Customise toolbar. Click on Edit and choose either Functions or Reports
- In the Available functions or reports panel, expand the module from which you are going to create a button. Any options already selected will be highlighted in red
- Double click on the function or report, or press the >> button, and this will be added to the Selected Items panel on the right side of the window
- When all functions and reports have been added, click on Update and Close