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Add customized forms to the icon bar



To do this task

  1. Open the customized form.

    1. Go to the Lists menu, click Templates, then single-click to open the template.

    2. Click the Open Form button at the bottom of the window.

    If you already saved your customized form as a memorized transaction, open the memorized transaction.

    1. Go to the Lists menu, click Memorized Transaction List, and then double-click to open the memorized form.

    If you have not already done so, consider adding the form to your Memorized Transaction list.

  2. Go to the View menu and click Add Window to Icon Bar.

  3. Choose a label (the name that shows on your icon bar), description, and icon for the customized form.

  4. Click OK.

See also

11/18/2017 3:56:33 AM
PPRDQSSWS801 9142 Pro 2018 3be679