All views in the Act! workspace include the navigation bar, menu bar, and two sets of toolbars.
The navigation bar (Navbar) appears on the left of any view. It contains the primary navigation buttons for opening Act! views, a search function, and a view-specific Related Tasks area. The Related Tasks area makes it easy for you to see and access tasks for a view.
The menu bar is located at the top of all Act! views. The menu bar contains the default menus and commands. Depending on the view, some menu commands are active and some are not. For example, if you are on the Group Detail view, some of the Schedule menu commands are not active. Also, some top-level menu items change depending on the view. For example, if you are on the Group Detail view, the Contacts menu command does not display. You would need to switch to the Contacts views to see the Contacts menu.
You can customize the menu bar to display only the menus and commands you need. You can also create custom menus.
Act! has two sets of toolbars – the global toolbar and the view toolbar.
The global toolbar is located below the menu bar. It has large buttons for commands used most frequently in every Act! view. It also contains the Back and Forward buttons that let you navigate to a previous or next view. You cannot customize the global toolbar or move it from its locked location.
The view toolbar is located at the top of every Act! Premium view. It displays commands (tools) for tasks related to the view, the buttons to switch between the Detail View and List View for contacts, groups, companies, and opportunities, the Dashboard selector, and the layout selector. The layout selector changes the Detail layout that appears, which affects the background color, fields, and so on. Act! Premium includes two default layout sizes: 800 x 600 and 1024 x 768. The layout size may affect where fields and tabs appear.
From the view toolbar, you can:
- Modify the view toolbar by adding or rearranging your favorite tools.
- Remove tools that you rarely use.
- Create custom toolbars.
Answer ID: How to customize menus or toolbars in Act!