Sometimes you may find a link on a Departments page that you want to add to your Role Center. The link can appear in one of the following menus:
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Your Home menu on the ribbon on your Role Center.
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The Actions menu on the ribbon on your Role Center
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The Reports menu on the ribbon on your Role Center
The following table describes the types of links in each category on the Departments pages, and where on your Role Center you can add them.
| Category | Contains | Add link to |
|---|---|---|
Lists | 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 center
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 Center.
Add to Actions on Role Center Ribbon
The Actions menu on the ribbon on your Role Center
Add to Reports on Role Center Ribbon
The Reports menu on the ribbon on your Role Center
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 place 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: Customize the Navigation Pane.
 Tip |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |