When I’m working in NAV Classic Client I like using my shortcuts. It is similar to my Favorites in the internet browser, but with additional options and functionality!
BONUS: Not only do my shortcuts contain the NAV menu items that I use most frequently – grouped in a way that makes the most sense from my business perspective – but I also added filters to certain shortcuts to show only the records I’m interested in.
I use it for instance, at the end of every day to make sure there are no sales orders with a PO Box shipping address if requested to be shipped by UPS. Before using shortcuts I opened the sales order list, and every day I put in the same filters for UPS shipping and anything with PO Box.
To put this in a shortcut with this filter, just hit ok on this Sales Order list filter, use the Sort option to sort your sales orders, “for instance” sort by customer number.
Next go to File-Send-Link to Shortcuts:
Now in your Shortcuts menu right-click on the new option in order to rename it and move it up or down.
If you review the Properties you can see the details of the shortcut.
Below is the full string of the shortcut, where the 45 represents NAV’s form number, Field1 is the sorting on Customer number, and you can see where it filtered on UPS and PO Box:
BONUS: In NAV Classic Client the shortcuts can be used for any NAV object of the type Form, Report or Dataport.
When you like to use your keyboard instead of the mouse, where ever you are in NAV:
Hit CTRL 0 (zero) to move the cursor to your personal shortcuts, and use smart first characters in your shortcuts.
By default the name will be NAV’s name for the shortcut you created, but you can rename it. (See for instance the example of the items in the sales process group, allowing you to navigate quickly to what you need using your keyboard.)
Other tips that can be used in your NAV Shortcuts as shown in the example:
“TEST DBS”: just an empty link, for a quick reference to the database you are in, very useful when you switch between different NAV databases.
“Doc. how to …”: you can add any type of file (Word, Excel, PowerPoint, PDF) for instance to have your procedures or barcodes-sheet readily available.
You can add a link to an internet site, for instance to access the up to date currency rates.
When you have not optimized the security settings in NAV’s roles and permissions yet, and your developer created a new object that should not be added to the menus where it could be opened by any user, you can add it to the shortcuts as soon as you know the object id (eg. Form 45 in the example above).
Shortcuts can take you to a certain record in the table, see for instance the string after “position” in the example above, which can be useful when navigating quickly to a customer no. you visit frequently.