The “Quick access” toolbar

The “Quick access” toolbar is found in the upper left corner of the main window. To access the toolbar, click the icon.

You can add menu items from the main window ribbon to the quick access toolbar. This provides you with quick access to features you frequently use in your work.

The record and case windows also have "Quick access" toolbars to which you can add menu items from the respective window.

Figure 1. The “Quick access” toolbar in the main window

Customise the “Quick access” toolbar

To add menu items to the “Quick access” toolbar, click the drop-down arrow in the upper left corner of the main window. A drop-down menu opens from which it is possible to tick off menu items that are then added to the toolbar.

Figure 2. Customise the “Quick access” toolbar

The drop-down menu includes a default list of F2 menu items.

To add additional menu items to the toolbar, click on Customize the ‘Quick access’ toolbar at the bottom of the drop-down menu. The dialogue below opens.

Figure 3. The “Customise the ‘Quick access’ toolbar” dialogue

Click on the drop-down arrow in the drop-down menu to select a tab from which to add menu items.

Figure 4. Select tab

Below the drop-down menu, select the menu item you want to add. Click Add to transfer it to the pane to the right.

The drop-down arrows of menu items are inactive in this window. Once added to the toolbar, a menu item’s drop-down becomes active.

Figure 5. Add or remove menu items

You can remove a menu item from the toolbar by selecting it on the right and clicking Remove in the middle of the window.

To finish customising the toolbar, click OK. The menu items you added are now available on the toolbar.

You can add menu items to the toolbar directly from the ribbon of the main, record or case window. Right-click the menu item and select Add to Quick Access Toolbar.