407-248-1481

QuoteWerks Knowledgebase Topic (Article ID 5888)

How do I create an ACT! Toolbar Icon

This information applies to :

Article ID
5888

Created/Updated
December 24, 2015

Category
ACT


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:
How do I create a Toolbar Icon in ACT! that launches a new document in QuoteWerks?

Answer:

These instructions work with ACT! versions 2000/5.0 and 4.0:


1. Click on your Start Menu -> Programs -> QuoteWerks ->Tools and Information -> Medic Utility. The Medic Utility can also be launched by double clicking the medic.exe file in your QuoteWerks directory.
2. With ACT! and QuoteWerks running, go to the Contact Manager -> ACT! -> Toolbar menu.
3. Verify the information is correct and click the Create Toolbar Button(s) button.
4. Restart ACT!

Other Options:
If this does not work and you are on ACT! 5.0 or 4.0, restart ACT! and try the Remove ALL Toolbar Button(s) button. Then, restart ACT! and try recreating the buttons from within the Medic Utility.

If you are on a newer version of ACT! or the above steps did not work, you can try manually creating the buttons from within ACT!:

To create a custom command in ACT!

- Go to the Tools->ToolBar->Customize Window Menu

- Go to the Custom Commands Tab on the Customize ACT! Contacts Window

- Click the New Button and fill in the appropriate information to launch your QuoteWerks Application, such as pointing to the QuoteWerks directory and the QW.exe file. Then go to the Toolbar Tab on the Customize ACT! Contacts Window

- On the Categories Drop-Down, select Custom Command and drag the Custom Toolbar that you created to the Toolbar in ACT!
Finally, click on the OK button on the Customize ACT! Contacts Window

Tip: Drag the toolbar icon in between 2 other toolbar icons to make sure it falls into the toolbar properly.


Instructions as displayed in the ACT! 2007 User Manual:

To create a custom command
1. From the Tools menu, point to Customize, and then click Menus
and Toolbars.
2. In the Customize Menus and Toolbars dialog box, click the
Custom Commands tab.
3. Click New.
4. In the Command Name field, type a name for the command.
5. In the Tooltip Text field, enter a short description of the
command.
6. In the Command Line field, enter the exact file name and location
of the application's executable file or document file, or click
Browse to locate the file.
7. Click Icon, locate the file for the icon to represent the command,
and then click Open.
8. Click OK to close the dialog box, and then click Add Command.

New Search