Add function to menu button
Some tooltip text!
• 1 minute to read
• 1 minute to read
Note
Changes done System design - Extra menus tab will only show in the SuperOffice Service module, not in the Requests screen in SuperOffice CRM module.
To add a macro to the Task button in the Company screen, Contact screen, Request screen, or Message tab:
- Select System design > Extra menus.
- Click Top menu to display the sub-folders.
- Hold the mouse pointer over one of these folders: View request, View contact, View company or Message menu. Then click . The Menu properties screen appears.
- Enter the name of the button in the Label field. The name should be quite short, to fit on the button.
- Select Use script, and select a macro.
- Select the desired position in the Position list (0 = top).
- Click OK.
- Open a request, contact, company or message, click the Task button and check that the button is displayed and functions as desired.
Note
You can also add a macro to the Task button when you create or edit a macro.