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How to: Customize FactBoxes and the FactBox Pane

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You can add or remove FactBoxes in the FactBox pane with the Customize dialog box. You use FactBoxes to see information that relates to the record that you have selected in the list or opened in a task page. You can select which FactBoxes to display in your FactBox pane. You can also customize FactBoxes to display only the fields that you need.

Customizing the FactBox Pane

To customize the FactBox Pane

  1. On the Application menu Microsoft Dynamics NAV Application menu, select Customize, and then choose Customize This Page.

  2. Select FactBoxes.

To add FactBoxes

  1. Select the FactBox that you want to add to the FactBox pane in the Available FactBoxes box.

  2. Choose the Add button, and then choose the OK button.

To remove FactBoxes

  1. Select the FactBoxes in the Show FactBoxes in this order box.

  2. Choose the Remove button, and then choose the OK button.

To change the order of the FactBoxes

  • Select the FactBox that you want to move in the Show FactBoxes in this order box, and then choose the Move Up or Move Down buttons until it is positioned where you want it.

To restore default settings

  • Choose the Restore Defaults button, and then choose the OK button.

    This restores the FactBoxes that your administrator has defined for this particular page. This only affects the number of FactBoxes and does not affect any customizations that you have made to individual FactBoxes.

Customizing FactBoxes

To open the Customize window

  1. Pause on the FactBox with the pointer until the ActionsAction Menu icon menu is displayed.

  2. Choose Actions, and then choose Customize.

To add fields to FactBoxes

  • Select the field that you want to add in the Available fields box, choose the Add button, and then choose the OK button.

To remove fields from FactBoxes

  • Select the field that you want to remove in the Fields shown box, and then choose the Remove button.

To restore default settings

  • Choose the Restore Defaults button, and then choose the OK button.

See Also

Tasks

How to: Add Charts to Role Centers and List Places
How to: Customize the Ribbon
How to: Customize FastTabs

Other Resources

Customizing Role Center and Pages