FastTabs help organise information about pages into simple, manageable groups. You can customise FastTabs on pages so that they support your workflow. For example, you may want to show fewer FastTabs or hide specific fields on FastTabs. You can also promote the most important fields to be included in the FastTab headers when the FastTabs are collapsed.

You can peform the following tasks to customise FastTabs on pages:

Note
Depending on the setting in the UI Elements Removal field in the Microsoft Dynamics NAV Server Administration tool, only FastTabs and fields that you have permissions for will appear in the Customise window. For more information, see How to: Specify How UI Elements Are Removed.

You can make multiple customisations of the same page based on different access points to the page. For example, you can customise that FastTabs in the Sales Orders window look different when the window is opened from the Customer Card window than when it is opened from your Role Centre. The point from which you access the page to be customised is recorded in that specific page customisation. Accordingly, there may be multiple customization records for the same page under your logon, as you can see in the Delete User Personalisation window.

To start customising a FastTab

  1. On a page with FastTabs, on the Application menu Microsoft Dynamics NAV Application menu, select Customise, and then choose Customise This Page.

  2. In the Customise <Page Name> dialogue box, choose FastTabs.

To add a FastTab to a page

  • In the Available FastTabs box, choose the Add button.

To remove a FastTab from a page

  • In the Show FastTabs in this order box, select the FastTab that you want to remove, and then choose the Remove button.

To add a field to a FastTab

  1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose CustomiseFastTab.

  2. In the Fields shown field, select the field that you want to add, and then choose the Add button.

To remove a field from a FastTab

  1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customise FastTab.

  2. In the Fields shown box, select the field that you want to remove, and then choose the Remove button.

To show a field in a collapsed FastTab header

  1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customise FastTab.

  2. In the Fields shown box, select the field that you want to show in the collapsed FastTab header.

  3. In the Importance list, select Promoted, and then choose the OK button.

Note
When you expand a FastTab, promoted fields are only shown in the FastTab and not in the header.

To hide a field on a FastTab

  1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customise FastTab.

  2. In the Fields shown box, select the field that you want to hide by default.

  3. In the Importance list, choose Additional, and then choose the OK button.

Note
To view additional fields on a FastTab, expand the FastTab, and then choose Show more fields.

To mark a field as a Quick Entry field

  1. In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customise FastTab.

  2. In the Fields shown box, select the field that you want to mark as a Quick Entry field.

  3. Select the Quick Entry check box.

Using the Enter key, the pointer jumps to the next field set to be a Quick Entry field.

To restore default settings

  • In the Customise window, choose the Restore Defaults button, and then choose the OK button.

    Note
    All customisation of FastTabs that you have ever made for this page under your current user logon or since you last used the Restore Defaults button are cancelled. The layout of FastTabs on the page is reset to the default configuration for your profile. For more information, see How to: Cancel UI Personalisation.

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