Adjust ribbons and toolbars

You can adjust the number of buttons displayed in F2’s windows. This applies to both menu items in the ribbon and the "Quick access" toolbar in the main, record, and case window. You then gain easy access to the functions you need most often without having to skim through those you rarely or never use.

Figure 1. A ribbon item’s context menu

Right-click a menu item to access the adjustment options. Here you have the following options:

Add the menu item to "Quick access".
Hide the menu item in the ribbon.
Open the "Customise toolbar and ribbon" window where you can update your selection of buttons in both the ribbon and "Quick access".

Administrators in your organisation can make adjustments to buttons of multiple users or user groups through the associated user setting.

The “Quick access” toolbar

The “Quick access” toolbar is found in the upper left corner of the main, record, and case windows. You can add menu items from the ribbon to the quick access toolbar. This provides you with quick access to features you frequently use in your work within the window in question.

Figure 2. The “Quick access” toolbar in the main window

The toolbar is indicated by the drop-down arrow icon . Click the icon to open a list of suggestions of functions you can add to the toolbar, or open the "Customise toolbar and ribbon" window.

The "Customise toolbar and ribbon" window

The "Customise toolbar and ribbon" window opens corresponding to the currently open window, i.e. the main, record, or case window. At the top of the window, select which tab you wish to adjust.

In the customisation window, you can both select and deselect individual menu items or groups of menu items. Selected menu items are displayed on the right side of the window (1), while the deselected ones are shown on the left (2). You can also search for menu items using the search field on the left side of the window (3). The setup process is the same for both the ribbon and the "Quick access" toolbar.

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

Click on the menu items you want to select or deselect. Click on the arrows in the middle of the window to move the menu items. You can also move a single menu item by double-clicking on it. The changes take effect immediately, which means you can see them while editing.

To finish customisation, click Save. You can also discard your changes and close the window by clicking Cancel.