Manage Buttons

This page is for admins who make Buttons.

You manage the Buttons on the Buttons tab of the OneClick Settings. To open the Settings, click Settings at the bottom of the OneClick Panel. The Panel tab and the Floating window tab have different lists. Select the tab of the Buttons that you want to manage.

Move the mouse pointer over a Button in the list. The Button then shows its controls:

• The API version: V2 or V1. See Migrate to API v2. An Interface button has no API version.
• The trash icon deletes the Button.
• The copy icon duplicates the Button.
• Edit opens the Button editor.

Sort the Buttons

The users see the Buttons in the order of the list.

1. Drag a Button to a new position in the list.
2. Release the mouse button. OneClick saves the new order immediately.

Put Buttons in groups

A group shows its Buttons under a group header. The user opens and closes the group with a click on the header. See Button groups.

To make a group, do one of these steps:

• Click Add Group. An empty group shows in the list.
• Drag a Button to the area Drag here to create a new group. OneClick makes a group with this Button in it.

To manage a group:

• To rename a group, click the group name and type a new name. A group name has a maximum of 40 characters. If you remove all of the name, the name becomes Group.
• To move Buttons into the group or out of it, drag them. The Buttons with no group are in the area Ungrouped buttons here.
• To sort the groups, drag a group by its handle.
• To move all Buttons out of a group, click the clear icon in the group header. The group stays.
• To delete a group, click the remove icon in the group header. Its Buttons move to the Buttons with no group. OneClick does not delete the Buttons.

Duplicate a Button

A duplicate is a good start for a new Button that is almost the same as an old one.

1. Move the mouse pointer over the Button in the list.
2. Click the copy icon. OneClick makes a copy with the name of the original and the text “(copy)” at the end.

The copy has all the settings of the original and is in the same group.

You cannot duplicate a Button that has confidential headers from other users. The copy icon is then not available, and OneClick shows You cannot copy this button, as it contains confidential headers added by users other than you.

Delete a Button

Caution

A deleted Button goes away for all Pipedrive users in your company. You cannot restore it.

1. Move the mouse pointer over the Button in the list.
2. Click the trash icon. The row shows Cancel and Yes, delete.
3. Click Yes, delete. To keep the Button, click Cancel.