Adding Custom Help Documents to ACT! Help Menu

You can add your own custom help documents (PDF, MS WORD, EXCEL) to the ACT! 2007 Premium Help Menu NOTE:  the corresponding applications (Adobe Reader, MS Word, MS Excel, etc.) must be installed on the computer or server where ACT! is running so that the help document can be opened.

1.  Save the custom help document in a folder on the ACT Server that all users have full rights to.

2.  Open ACT!

3.  Choose Tools | Customize | Menus and Toolbars

4.  Click on the Custom Commands tab

5.  Click on the New button

6.  Specify the following:

            a.  Command Name (what will appear on the Help Menu)

            b.  Tooltip text (displays when user puts mouse pointer on Help Menu item)

            c.  Location of the Custom Help Document (use the Browse button)

7.  Click on the Add Command button

8.  Click on the Commands tab and select Custom Commands

9.  Click, Drag & Drop the Custom Command from the left navigation pane to the Menu bar and release when you have the item where you would like it in the Help Menu system

10.  Close the Customize Menus and Toolbars window

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This entry was posted on Tuesday, October 21st, 2008 at 12:37 pm and is filed under ACT certified consultants. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.