Customize Shortcuts on the Sage 50 Navigation Bar
You can add, remove, or rename the shortcuts that appear on the Sage 50 Navigation Bar. If you want, you can also return to the seven default Sage 50 shortcuts. Besides this, you can add a space to the list of shortcuts. This can be placed between individual shortcuts or groups. For example, you could place a space between one group of shortcuts related to customers and another group related to vendors.
Customizing Shortcuts
To customize shortcuts, do one of the following:
Use
the right-click menu
- In the Shortcuts area of the Sage 50 Navigation Bar, right-click the shortcut you want to customize. A right-click menu appears with two options:
- Remove: Click to remove the shortcut from the list.
- Customize: Click to further customize the shortcut. The Customize Shortcuts window appears (discussed below).
Use the Customize Shortcuts window
In the Shortcuts area of the Sage 50 Navigation Bar, click the Customize link. The Customize Shortcuts window appears. It lets you do the following:
Add
a shortcut
- Click Add a Shortcut . A menu of Sage 50 program areas appears.
- From the menu, select the task that you want to add a shortcut for—for example, Chart of Accounts.
- The shortcut appears in the Selected Shortcuts box.
- Repeat steps 1 and 2 for as many shortcuts as you want to add.
- When finished, click OK.
The new shortcut or shortcuts are added to the Shortcuts list on the Navigation Bar.
Change
the position of a shortcut or add a space between shortcuts
- To change the position of a shortcut, highlight it in the Selected Shortcuts box.
- To move the shortcut up in the list, click Move Up repeatedly until the shortcut is in the desired position.
- To move the shortcut down in the list, click Move Down repeatedly until the shortcut is in the desired position.
- To add a space that can be used to separate any two shortcuts, click the Add a Space button.
- Now, click Move Up/Move Down to move the space where you want it to appear in the list of shortcuts.
- When finished, click OK.
Remove
a shortcut
- In the Selected Shortcuts box, highlight the shortcut you want to get rid of. If you want to select multiple shortcuts, hold down the Ctrl key on the computer keyboard; then highlight as many shortcuts as you want.
- Click Delete.
- When finished, click OK.
The shortcut or shortcuts you've chosen to remove will no longer appear in the Shortcuts list on the Navigation Bar.
Rename
a shortcut
- Highlight the desired shortcut in the Selected Shortcuts list.
- Type in a new name; it can be a maximum of 51 characters.
- When finished, click OK.
Reset
the default Sage 50 shortcuts
- If you want to abandon your custom shortcuts and return to the seven default Sage 50 shortcuts, click Reset Defaults.
- Click OK..
Whatever is in the Selected Shortcuts box is replaced with the seven defaults.
The custom shortcuts that appeared on the Sage 50 Navigation Bar are now replaced with the default shortcuts.