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





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


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