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Changing Your Action Bar Layout

You can control the layout of the action bar that appears on the left-hand side of all Siebel CRM On Demand pages.

To change your Action Bar Layout

  1. In the upper-right corner of any page, click the My Setup global link.
  2. In the Layout Personalization section, click Personal Layout.
  3. In the Personal Layout page, click Action Bar Layout in the Personal Action Bar Layout section.

    By default, all available sections are displayed (Search, Create, Recently Viewed, Favorite Records, and Favorite Lists. To remove any sections from actively displaying, use the left arrow to move the section from Displayed Section to Available Section.

  4. In the Customize Favorites section of this page, you can modify the Action Bar to add new favorites to the start or the end of a favorites list (Favorite Records or Favorite List). Click one of the following buttons (if required):
  5. Save the record.


Published 05/11/2007