Customize the Ribbon

Ribbon tabs contain button groups, which contain buttons. You can easily add, remove, or rename any of these items using the ribbon designer. You can also add vertical separators to organize buttons within a group. To select an item you want to edit, click it on the preview ribbon.

You can right-click items on the ribbon designer to access a list of actions you can take on each item. This gives you a shortcut to many of the same functions described in the following procedure.

1. To add a tab to the ribbon, click Add Tab on the bottom of the ribbon designer.
   1. Enter a name for the new tab in the Ribbon Tab Name field.
   2. Click OK.
2. To add a button group to a tab, click the tab you want to add the group to (either on the ribbon preview or in the item list).
   1. Click Edit Tab.
   2. Click Add Group.
   3. Enter a name for the new group in the Group Name field.
   4. Click OK.
3. To add a button to a button group, click the button group you want to add the button to (either on the ribbon preview or in the item list).
   1. Click Edit Group.
   2. Click Add Buttons to open the Add or Remove Buttons window.
   3. Select the check boxes next to the buttons you want to add to the button group.
   4. Click OK.
   Note: When adding buttons to the ribbon, be sure to include only buttons that agents actually need to use. If a button group contains numerous buttons, you can either create another group to make the ribbon easier to navigate, or you can edit the group and click Add Separator to add a vertical line to the group to break up buttons in the group.
4. Click OK on the ribbon designer.