Tag: Setting up

Best Practices for Setting Up and using SmartLists

Many users of Dynamics GP are learning that the best way to get information from GP is thru using a SmartList.  When you open the SmartList menu, you see of the left of all the GP modules.  You can open this folder and see the subfolder, and within each of these subfolders there are default SmartList reports that come with GP.  These reports are marked with a * at the end of the name.  Any user can take an existing SmartList and modify it.  Here are some easy steps to follow to create and customize SmartLists, including setting it up a reminder.

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