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Sabrina Zimara, DFC Consultants

Our Top Four Favorite Features in SmartList for Microsoft Dynamics GP

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    Do not overlook the SmartList feature in Microsoft Dynamics GP. SmartList is one of the easiest and most popular reporting tools offered in GP, allowing you to gain instant access to data in the form of reports and queries. That information can then be easily exported to Excel, manipulated and then imported back into GP.

    Our top four favorite features of SmartLists:

    1. Home page customization

    The home page can be customized for each user and each roll, showing the information that is important to each person.

    1. The tool bar is customizable too!

    We love customization because it makes software more user friendly. In SmartLists, you can add icons to your toolbar for instant access to the information you’re searching for.

    1. Task lists & reminders

    Keep track of everything on your to-do list through the customizable task lists in SmartLists. The list is added to your homepage and can include recurring tasks or one-time only occurrences. Just like in Outlook, you can also add reminders to make sure that you stay on top of all of your activities and accounts. For example, you can get reminders when invoices are overdue, payables are due, items are due for stock count or add custom reminders.

    1. Formatting subtotals to automatically copy forward

    SmartLists in GP allow you to format your subtotals to copy forward automatically without you having to do anything manually. We love this feature because it does what all software should do: make your job easier.


    We field a lot of questions about SmartLists and the best way to get the system set up. We’re hosting a Learn Over Lunch webinar that will cover subtotals, formatting and design. Join us and learn how to make SmartLists work for you.


    Thursday, October 22
    11 a.m. to noon CST

    SmartList Subtotals, Formatting and Design

    If you feel like you're having to do the same things over and over in SmartList, this session is for you. Allen will teach you how to utilize export solutions to automate processes that you're completing manually. You'll learn about formatting subtotals to automatically copy forward.


    by DFC Consultants

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