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  • Blog Post: Weekly Review: Smartlist Reminders

    In Dynamics GP you can create a custom reminder based on Smartlist data. The system comes with a number of preset alerts but if, for example, you wanted to get an alert if a specific customer balance was over $20,000, you can do it. Doing this is easy. 1) Setup your Smartlist 2) Pick Favorites and name...
  • Blog Post: Weekly Review: Excel-ing with Smartlists

    If you've used Great Plains for 5 minutes you've figured out how to export a Smartlist to Excel. Great feature, simple interface, push the button. But... there is another dimension to Smartlists and Excel that we're going to explore. With a Smartlist open, pick Extras->Smartlist->Export...