Designing a toolbar
If you find that you typically perform certain tasks, you will want to create a toolbar designed to list only those categories and commands needed to perform your daily tasks. Designing a toolbar can include any of the following:
What do you want to see?
Creating a new toolbar
Follow these steps to create a toolbar:
1. Right-click on any toolbar and click Customize.
The Customize dialog box opens.
2. Select the Toolbars tab.
3. Click New to create a toolbar and to open the New Toolbar dialog box.
4. Type the Toolbar name.
Notes:
1. The toolbar name defaults to UltraToolbar#. It is suggested that you rename the toolbar and provide a more descriptive label.
5. From the Location list box, select the location of the toolbar.
6. Click OK.
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Toolbar name | Identifies the toolbar. |
Location | Where the toolbar appears on the window. For example, a Docked Right location forces the toolbar to display at the right side of the window. The default is Docked Top. |
A blank toolbar is placed on your window.
7. Continue to add commands to the new toolbar.
See the next section in this topic.
Adding a command to a toolbar
After creating a toolbar, the next step is to add one or more commands (menu options). An example would be if you used commands on a regular basis, such as various reporting commands, then you will want to add these to your toolbar.
Follow these steps to add a command to a toolbar:
1. Right-click on the toolbar and click Customize.
The Customize dialog box opens.
2. On the Toolbars tab, make sure the toolbar for which you want to add commands is selected.
This action will cause the toolbar to be visible on the CRMRight menu bar and appear as
.
3. Click Commands.
4. Select the category (e.g., Unassigned) to add to the toolbar.
5. Select the command (e.g., Reports) to add to the toolbar.
6. Drag the selection to the toolbar.
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Note: Position the
-bar where you want the command to be on the toolbar.
In our example, the
Reports command appears as
on the Mybar toolbar.
7. Format the command so that it no longer appears as the
on the toolbar.
a. Right-click on the
to display the shortcut menu.
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b. From this shortcut menu, choose the desired option to apply to the command.
The following is a list of the available options when formatting a toolbar:
Default Style | Displays the default. |
Text Only (Always) | Always displays descriptive text for the command. Note: Enabling this option applies the setting to all occurrences of the command. |
Text Only (in Menus) | For all menu types, displays only the descriptive text and not the icon image for the command. Note: Enabling this option applies the setting to all occurrences of the command. |
Image and Text | Displays both the icon image and descriptive text for the command. Example:  Notes: 1. The Image and Text option must first be assigned before an icon can be added to the text. 2. Does not apply to all occurrences of the command. |
8. On the Customize window, click Close.
Changing the name of a toolbar command
Use this procedure to change the name of a toolbar command. If you selected Show ScreenTips on Toolbars, this name displays to the user whenever the mouse pointer is passed over or near the command.
Note: If you change the display text for a
custom command using this procedure, you should record the name. This can be done in the
Description field on the Custom Menus window.
1. Right-click on the toolbar and click Customize.
The Customize dialog box opens.
2. Do one of the following to display the item's properties:
• To change the name of a menu, right-click on the menu name.
• To change the name of a command under a menu, click on the menu to display the options, and then right-click on the command name.
3. In the Name field, change the name.
Changing an icon's image
Toolbar commands can be represented by descriptive text and/or an icon image.
Notes:
1. Before changing an icon's image, you must first assign a command to the toolbar. For details, see
Adding a command to a toolbar.
2. To delete an icon from a toolbar, see
Deleting an icon from a toolbar for details.
Use this procedure to change an icon on the toolbar or to replace the empty icon image
.
1. Right-click on the toolbar and click Customize.
The Customize dialog box opens.
2. Right-click on the icon you want to change.
A shortcut menu is shown.
3. Select the appropriate option.
Copy Button Image | Copies the selected image. Note: Disabled if an image does not exist for the toolbar command. |
Paste Button Image | Pastes the copied image to the current location. Note: Disabled if an image was not copied. If you want to copy and paste an existing icon image from a CRMRight toolbar, follow these steps: 1. Go to the image to copy, right-click to display the shortcut menu, and select Copy Button Image. 2. Go to the location where the copied image is to be pasted, right-click to display the shortcut menu, and select Paste Button Image. |
Reset Button Image | Resets the image to its default. Note: Disabled if an image does not exist for the toolbar command. |
Edit Button Image | Displays the Image Editor dialog box, and allows an image to be created or modified. See Using the Image Editor for details. |
Using the Image Editor
Once a command has been assigned to a toolbar, use the Image Editor to create or modify an existing icon image. This image can either accompany or replace the descriptive text used to identify a toolbar command.
Follow these steps to use the Image Editor:
1. Right-click on the toolbar and click Customize.
The Customize dialog box opens.
2. In the toolbar, right-click on the icon to modify.
3. Select Edit Button Image.
The selected icon is shown in the work area.
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Image Editor menus
The Image Editor includes several menu options that provide tools for creating or editing an image.
• Image
The imaging tools include rotation, movement, color, and capture options.
• Tools
Includes various eraser, gradient, and brush size options, along with all tools included in the Drawing Tools toolbar.
• File
You can use an existing image.
1) Select File > Open.
2) Browse to your image.
3) When you have found your image, select it, and then click Open.
Your image appears in the display pane.
4) Select File > Exit.
A window opens.
5) Click Yes.
Your image is applied to the menu command.
Image Editor toolbars
The Image Editor also includes two toolbars: Drawing Tools and TextTools, which provide drawing and formatting tools when creating or editing an image. Use this procedure to display the Image Editor toolbar(s):
1. On the Image Editor menu bar, right-click to display the shortcut menu.
2. You can do any of the following:
• Select Drawing Tools.
This toolbar provides drawing tool options such as fill area, text for callouts, and assorted shapes including line, rectangle, and arc.
• Click TextTools.
This toolbar provides formatting options such as font, font size, and bold text.
3. Use the drawing or text tools as necessary to create or modify your icon.
• When you have finished the icon image, close the Image Editor.
Note: When entering text, press ENTER before closing the editor.
• An Image Editor message will prompt you to save the image.
Click Yes to save the image and insert it in the toolbar.
Displaying a ScreenTip
ScreenTips provide a brief description or title of the toolbar command, and are displayed whenever the mouse pointer hovers over or near the command.
Follow these steps to enable ScreenTips:
1. Right-click on the toolbar and click Customize.
The Customize dialog box opens.
2. Select the Options tab.
3. Select the Show ScreenTips on toolbars check box.
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4. Click Close.
Displaying a shortcut key in ScreenTips
If
ScreenTips are enabled and a shortcut key has been assigned to a command, then displaying both the shortcut key and ScreenTip provides a quick reference of the assigned shortcut key(s).
Follow these steps to display shortcut keys in ScreenTips:
1. Right-click on the toolbar, and click Customize.
The Customize dialog box opens.
2. Select the Options tab.
3. If ScreenTips is not enabled, click the Show ScreenTips on toolbars check box to do so.
4. Click the Show shortcut keys in ScreenTips check box.
The ScreenTip will include the shortcut key the next time it is viewed.
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5. Click Close.
Changing the viewing size of icons on the toolbars
If you want, you can have the application use large icons when toolbars are viewed.
Standard icons on toolbar | Large icons on toolbar |
1. Right-click on the toolbar and click Customize.
The Customize dialog box opens.
2. Select the Options tab.
3. Under Other, select the Large Icons on Toolbars check box.
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Note: The icon can easily be returned to its default size by again selecting the appropriate check box.
4. Click Close.
