Adding Header Buttons

To define which functions are available in the application add the desired buttons:

  1. Select a button from the drop-down list (the following example shows the FI header):

  2. Click on (Add).
  3. You can click on a button to change its settings, >> Buttons.
  4. You can change the order using the and buttons.

The buttons are displayed in CRM.pad as follows:

Note: If no quick actions were defined, the first three buttons are displayed as quick actions on the left of the header's function row. Grouping is ignored ignored when no quick actions were defined. All other actions can be accessed in the Actions menu. If quick actions were specifically defined, all buttons defined in the header are available in the Actions menu, >> Quick Actions.