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Customizing "New Bar"
Hello,
Does anyone know how to customize the "New" bar? We used to have extra items added (i.e. new letter) and now have to search two layers deeper to find the item. In the past, we could customize the New bar to include commonly used items, and now I can't find that capability.
To clarify, we use the letter merge feature when creating Estimates/Quotes. If I'm in the estimate form, we used to be able to access the "new letter" button from the main screen. Now its embedded in the Communications tab. I'm trying to move the button back to the main Estimate screen, but can't find where to make the change.
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