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The Customise Add Menu dialog chooses which entries appear in the Quick-add (+) menu, and the order in which they appear. Right-click the Action Bar and select Customise Add Menu to open it. Your selection applies to your user only.
Add |
The entry, as it appears in the Quick-add menu. |
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Visible |
Shows or hides the entry in the Quick-add menu. |
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Toolbar |
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Move record up |
Moves the selected entry up the list. |
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Move record down |
Moves the selected entry down the list. |
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Select all |
Shows every entry in the Quick-add menu. |
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Unselect all |
Hides every entry from the Quick-add menu. |
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Sort list |
Sorts the list back to the standard order, with the visible entries first and the hidden entries after them in alphabetical order. |
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Buttons |
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Apply |
Applies your changes to the Quick-add menu for this session, without saving them. |
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Save |
Saves your changes and applies them. Your saved list is used each time you open Accredo. |
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Restore Defaults |
Returns the list to the default entries and order. |
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Delete |
Deletes your saved customisation, so that the Quick-add menu returns to the default. |
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Close |
Closes the dialog without making further changes. |
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