Favourite

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Favourite

PDi CRM menus and toolbars can be customised to include additional toolbar icons or move menu items to the Favourite menu.

 

 

Favourite_Menu

 

 

Click on the small drop-down arrow in the top-right of the menu bar and select add_Remove_Buttons then select the customize option

 

Locate the [Commands] that you wish to add Favourite toolbar and then drop them into the menu.

 

Favourite_Drop

 

 

The same method can be used to add items to the toolbar

 

Video tutorial here - https://youtu.be/ThYaV5ThXTM