Using Tell Me to Find Features and Information

This topic describes various ways that Tell Me can help you quickly find an action, page, report, or learn how to do something in Business Central if you are unsure.

[!VIDEO https://www.youtube.com/embed/W8egYiS445o]

Find Pages, Reports, Actions, and Documentation

When you need help finding a page, report, an article in our documentation, or an action on the page that is open, use the Tell me what you want to do Tell me what you want to do icon to search for it by name. You can also use ALT+Q to start using Tell Me.

When you start typing characters, Business Central immediately displays matches in a drop-down list. Results in the list change as you type more characters. The second column in the drop-down list indicates the general category of the result.

[!NOTE]
When you press Enter on your keyboard, Business Central opens the result that is listed first. If you prefer to use your keyboard, use the Tab key and arrow keys to choose an item in the results.

Find an Action on the Current Page

The On current page section lets you find and perform actions on the page you have open. For example, if the Sales Quote page is open and you type "customer," the section includes an action that opens the customer card for the customer chosen on the sales quote.

[!NOTE]
The list includes only actions that are available in the Navigation Bar at the top of the page. Actions on FastTabs are not included.

Find a Page or a Task

The results in the Go to Pages and Tasks section provide access to other pages and let you perform tasks. The pages and tasks that are listed depend on the user experience you chose for your company. The Essential experience gives access to fewer than the Premium experience does. The first time you sign in, you use the Essential experience. For more information, see Customizing Your Business Central Experience.

Find a Report or Archived Information

The Go to Reports and Analysis section offers access to reporting tools. For example, you can open the Balance Sheet report from the list, or access archived documents and other information.

Find Information in the Help

Under Documentation you will see articles from the Business Central documentation that describe concepts and provide step-by-step guidance for completing tasks in the application.

[!NOTE]
Documentation for third-party extensions is not included in the results.

Searching for Data

The Tell me what you want to do function does not search for data, such as customer names, addresses, or transactions. Instead, you can search for data in list pages by choosing the Search list Search icon in the left corner of the list header. The search applies only to the list you are viewing. For more information, see Sorting, Searching, and Filtering Lists.

Questions?

We have shown Tell Me to a range of stakeholders, noted the questions that they had in common, and turned our notes into a list frequently asked questions. If you are interested, see Tell Me FAQ.

See Also

Working with Business Central