Article ID: 8126

Adding the Send to CaseMap Button to the Main List Toolbar

Take the following steps to add the Send to CaseMap button to a Record list toolbar:

  1. Click File on the menu bar and select Setup, General, and User Level to open the User Level Setup window.
  2. Click Lists.
  3. Select the list type from the Select List Type drop-down list.
    NOTE: You can select any list type except for Billing. The Send to CaseMap feature is not available for Billing records.
  4. Click Set List Options to open the User List Options - [Record Type] List window.
  5. Click the List Toolbar tab.
  6. Double-click Send to CaseMap on the Available Buttons list to move it to the bottom of the Show On Toolbar list.
  7. Click OK to close the User List Options - [Record Type] List window.
    NOTE: Repeat steps 3 - 7 for any other lists that you want to use the bulk Send to CaseMap feature.
  8. Click OK to close the User Level Setup window.