Change Your Navigation Pane Settings

Navigation pane settings determine the order of the navigation buttons and the Configuration button on the navigation pane, which buttons display, and what opens on the content pane when you log in.

You can customize these and other settings to suit your specific work responsibilities and preferences.
Note: Navigation pane settings are local settings. Consequently, any customizations you make from this option, except for resetting your navigation set, will be removed if you select the Reset Local Settings check box from the Personal Settings option. See Change Your Personal Settings.
  1. Click File and select Options > Navigation Pane.
  2. Select from the navigation pane options listed.

    Navigation Pane Settings Description

    Field/Button Description
    Navigation Set Order and Visibility This section contains a list of all the navigation buttons in your navigation set and the order in which they display on the navigation pane. All buttons are selected by default.

    Depending on your profile permissions, you may also have the Configuration button in your navigation set and it will display in this list as well.

    Buttons List Clear the check box next to any button that you do not want to appear on the navigation pane. Clearing a check box does not remove the button from your navigation set. It just prevents the button from displaying, and you can display it again at any time.
    Move Up After selecting a navigation button, click this button to move the navigation button up one position in the list.
    Move down After selecting a navigation button, click this button to move the navigation button down one position in the list.
    Reset Click this button to reset the order of the buttons that appear on the navigation pane to the order defined in your navigation set.
    Reset Navigation Set to Profile Default Select this check box to remove all customizations you have made to your navigation lists and reset to your profile’s default navigation set. See How You Customize Navigation and Configuration Lists.

    This check box won’t appear unless you have the Customize Navigation Sets permission set in your profile.

    Recent Items This section contains an option for defining how many items you want in the recent items list. Recent items are interface specific and include those records and items you have recently opened. Keep in mind that the system does not track configuration items in the list.

    If you make a change to a field on the Contacts or Organization tab of an incident, the contact or organization record will not appear in this list. However, if you open the contact from the incident or the organization from the contact record (by clicking the contact or organization and selecting Open), the record will appear in your recent items list.

    Items Shown in Recent Items List Enter a number or click the arrows to change the number of items to show in this list. The default is 10 items and the maximum is 40.
    Note: If you are working on the Agent Browser UI, the maximum number of items to show in the list is 20.

    Recent items associated with disabled products will not appear in the list. For instance, if you edit an opportunity and then Opportunity Tracking is disabled, the opportunity will no longer appear in your list.

    Behavior This section contains options for choosing how to open items on the content pane and what, if anything, opens when you log in.
    Double Click to Open Items Clear this check box to open items with a single click. By default, you must double-click a report or any item in your navigation list to open it on the content pane.

    This setting also affects the way you open configuration items.

    At Startup Open: The options in this section determine what displays on the content pane when you log in.

    By default, the navigation list or configuration list that appears when you log in is the same list that displayed when you logged out.

    Nothing Select this option if you want the last selected item in the navigation list to be selected but not opened.
    Default Navigation Item for Current Page Clear this option if you don’t want the default item for the navigation list to automatically open on the content pane.

    This option is selected by default. When the navigation list or configuration list does not have a default item, nothing will open.

    Last Navigation Item Opened in Previous Session Select this option if you want the last item that was open when you logged out to automatically open when you log in, even if it is not in the list that displays when you log in.
  3. Click OK.