There are still a lot of users out there who are on older versions of NAV or using the Classic Client in NAV 2009. If you are among this group, then today’s tip is for you!**
If you’ve noticed, by default the NAV Classic Client tracks all of your active windows. So as you move between windows inside the Client, NAV will select the corresponding menu item in the Navigation Pane.
If you’re still not sure you understand what this means, try this:
- Navigate to the Financial Management menu, expand the Receivables group, and click on Customers. A Customer card window will open.
- Now, navigate to the Sales & Marketing menu, expand the History group, and click on Posted Invoices to open a Posted Sales Invoice window.
- Similarly, navigate to the Purchase menu, expand the Order Processing group, and click on Vendors.
Now you have three open windows – Customer Card, Posted Sales Invoice, and Vendor Card. If you notice the Navigation Pane on the left, you will see the active / selected navigation pane menu is Purchase, and the Vendors menu item is highlighted. This is because it was the last item that you clicked on.
Click on one of the other windows that are open, like the Posted Sales Invoice so that it comes to the fore-front. What happened to the Navigation Pane when you did that? Sales & Receivables became the active navigation pane menu, and Posted Invoices became the highlighted menu item.
Likewise, if you click on the Customer Card window in the background, the active navigation pane menu and menu item will change to Financial Management and Customers respectively.
As you see, NAV is tracking your active windows. But what if you want NAV to stop doing that?
Right-click at the very top of the Navigation Pane (see screenshot above), and click on Navigation Pane Options.
In the window that opens, uncheck the Track active windows option (by default, it should be checked; if it isn’t, you or your administrator may have previously unchecked it) and click OK. Now notice that as you cycle between the Customer, Vendor and Posted Sales Invoice windows, the active Navigation pane menu and the highlighted menu item do not change.
In addition to tracking active windows, there are other items on the Navigation Pane Options window (see screenshot above) that you can toggle. Here are brief descriptions for each, as explained in the NAV 2009 Help menu:
- Single-click groups: A check mark next to this option means that menu groups will open and close on one click. Otherwise, you must double-click to open and close groups.
- Show group lines: A check mark next to this option means that there will be a line from each item to the group to which it belongs.
- Swap open and new actions: A check mark next to this option means that when you left-click an item, you will open a new instance of the window.
And here’s one more tip for the road:
Did you know that the Classic Client will let you open multiple windows for the same card? For example, open a Vendor Card from Purchase > Order Processing > Vendors.
To open a second Vendor Card window, right-click on Vendors in the navigation menu, and click on Open in New Window (see screenshot below). Et voila!
Also, check out some of the other options (and shortcut keys) on that drop-down menu. A favorite among most users is the Send to Shortcuts option which will place the highlighted menu item in the Shortcuts navigation pane menu.
Hope you found today’s post helpful. Have a great weekend, and we’ll be back with more on Monday!
** applies to Navision 4.0 or newer, but not the RoleTailored Client