Wednesday, June 29, 2011

HEAT – Create a Custom Toolbar

Call Logging allows you to create custom toolbars and add buttons to the toolbar as you need them. An individual user's toolbar is associated with the user and is available at any network workstation the user logs onto.

To Create a Toolbar:

  1. From the main Call Logging window, select Edit>Toolbar>Customize. The Customize dialog box opens.
  2. Click the Toolbars tab.
  3. Click New. The New Toolbar dialog box opens.
  4. In the Toolbar Name field, type a name for your toolbar.
  5. Click OK. The new toolbar is listed in the Toolbars list.
  6. Drag the new toolbar to the desired location to dock it.
  7. In the Customize dialog box, click the Commands tab.
  8. From the Categories list, select the category containing the button you want to add. The associated buttons appear in the Commands list.
  9. Drag and drop the desired buttons onto your new toolbar.
  10. Click Close.

To Remove a Toolbar Button:

  1. Select Edit>Toolbar>Customize. The Customize dialog box opens.
  2. Click the Commands tab.
  3. Drag and drop unwanted toolbar buttons off of the toolbar.
  4. Click Close.
To Delete a Toolbar:

Note: You can only delete toolbars you created.

  1. From the main Call Logging window, select Edit>Toolbar>Customize. The Customize dialog box opens.
  2. Click the Toolbars tab.
  3. Select the toolbar you want to delete, then click Delete.
  4. Click OK to confirm the deletion.
  5. Click Close.


EJ said...

WOW so you go to customize and actually drag the icons off of the toolbar!!! THANK YOU!

I cant delete those toolbars i dont use, but i can take off all their icons! Perfect!

Thank you

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