Creating a toolbox shortcut

  1. Open the form for which you want to create a shortcut to a related form.
  2. Click Tools > Personalize > Add Shortcuts.
  3. Select the type of item you want to work with.

    Available options are Related options, Function keys, Link, and Sorting Order.

    The options for each type of shortcut are slightly different.

    • For Related options: Select from the list of available options.

    • For Function keys: Select from the list of available actions / keys.

    • For Link: Assign the link a name and then type the Target or URL.

    • For Sorting order: Select a sorting order from the available list.

      When you click a sorting order from the toolbar, the program will switch to the selected sorting order.

  4. Send items to the toolbox by highlighting the items in the left selection box and then clicking Add.
  5. To remove an item from the toolbox, highlight it in the right selection box and click the left-pointing arrow.
  6. Click Save.