Customise toolbars, ribbons, and context menus

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.

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 the toolbar, ribbon, and context menus" window.

The customisation window opens for the window you are in, either the main, record, or case window. This means that if you want to customise the toolbar in the case window, you need to open the customisation window directly from the case window. At the top of the customisation window, select the tab from which you want to select menu items (1).

You can select menu items for "Quick access" from the tabs in the window from which you opened "Customise the toolbar, ribbon and context menus".

In the customisation window, you can both select and deselect individual menu items or groups of menu items. Selected menu items appear on the right side of the window (2), while deselected ones appear on the left (3). You can also search for menu items using the search field on the left side of the window (4).

Select the menu items you want to add or remove. 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 it. The changes take effect immediately, so you can see them while editing.

Click on Save to finish you customisation. Click Cancel to discard your changes and close the window.

In the "Customise the toolbar, ribbon, and context menus" window you can select which buttons to show in the ribbon of the respective window.

The customisation window opens for the window you are in, either the main, record, or case window. At the top of the customisation window, select the tab from which you want to select menu items (1).

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 (2), while the deselected ones are shown on the left (3). You can also search for menu items using the search field on the left side of the window (4).

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.

Click Save to finish your customisation. Click Cancel to discard your changes and close the window.

In the "Customise the toolbar, ribbon, and context menus" window you can choose which functions to display in different context menus. You can customise context menus in the different result lists views in the main and case windows, respectively.

The customisation window opens for the window you are in, either the main, record, or case window. At the top, select the result list view for which you want to customise the context menu, for example "Records" (1).

In the customisation window, you can both select and deselect right-click functions. Selected right-click functions are displayed on the right of the window (2), while the deselected ones are displayed on the left (3). You can also search for right-click functions using the search field on the left side of the window (4).

You can also drag the separators on the right to determine their position in the context menu or add new separators by right-clicking in the window. To remove a separator, right-click on it and select "Remove separator".

Select the right-click functions you want to add or remove. Click on the arrows in the middle of the window to move the right-click functions or doubleclick a single right-click function to move it.

Click on Save to finish you customisation. Click Cancel to discard your changes and close the window.

Click on Reset in the "Customise the toolbar, ribbon, and context menus" window to reset your customisation to the default setting. The "Reset customisation" dialogue opens. Here you can choose which tabs or views you want to reset. You can also choose to reset all customisations.

If you need to view more of the result list, the preview or an advanced search, you can collapse the ribbon. You can do this in several ways.

You can right-click on the ribbon and select Collapse the ribbon in the context menu.

You can also use the keyboard shortcut Ctrl + F1, double-click on the tab’s title (e.g. "Main window"), or click on the arrow next to the user identification.