Sometimes you may find a link on a Departments page that you want to add to your Role Centre. The link can appear in one of the following menus:
-
The Home menu on the ribbon on your Role Centre.
-
The Actions menu on the ribbon on your Role Centre
-
The Reports menu on the ribbon on your Role Centre
The following table describes the types of links in each category on the Departments pages, and where on your Role Centre you can add them.
| Category | Contains | Add link to |
|---|---|---|
Lists | List pages | Home menu |
Tasks | Task pages, batch jobs, worksheets, journals | Actions menu |
Reports and Analysis | Reports, batch jobs, matrix windows | Reports menu |
Documents | Documents such as invoices and reminders | Reports menu |
History | Posted/finished documents, registers | Actions menu |
Administration | Setup windows | Actions menu |
To copy department links to your role centre
Choose the Departments menu button and locate the link on a Departments page.
In the shortcut menu on the link choose one of the following (only one of these options will be available).
Select To add the link to Add to Navigation Pane
The Home menu on the ribbon on your Role Centre.
Add to Actions on Role Centre Ribbon
The Actions menu on the ribbon on your Role Centre
Add to Reports on Role Centre Ribbon
The Reports menu on the ribbon on your Role Centre
Confirm the message that appears.
The new link now appears in the menu to which you added it. However, you may want to move the link to another position in the menu. For example, if you added a link to the navigation pane, it will appear on the Home menu, but you can move it to another menu in the navigation pane. For more information, see How to: Customise the Navigation Pane.
 Tip |
|---|
For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |