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With the release of Dynamics GP 2015 R2, there have been a few changes surrounding the SmartList window. One of the most requested new changes is the ability to set the Default SmartList Visibility for new Favorites in your system. The new setting is a small change that will hopefully have a nice sized impact on creating new Favorites in the SmartList window and make the SmartList folders easier to maintain.
This new setting can be found under the System Preferences window when you go to Microsoft Dynamics GP | Tools | Setup | System | System Preferences.
As you can see in the screenshot above, we now have the option to set Default SmartList Visibility to System, Company, User Class, and User ID. This new setting applies to newly created Favorites only.
This requires you to click on the top level folder for the SmartList section and click Favorites for this setting to show up, as seen in the screenshot below, after setting the Default SmartList Visibility to User ID in this case.
To access the new setting in the screenshot, expand the Series folder, then click on the subfolder of your choice, such as Account Transactions under Financial, then click Favorites. You should then see your new Default setting visible in the Add or Remove Favorites window.
This new Default SmartList Visibility setting will help to keep your SmartList Favorites organized and allow for more flexibility within the GP system, especially when most SmartLists that are created are set up by users that want them to be user specific or company specific.
Give it a try with a new SmartList in GP 2015 R2 and Happy Reporting!
Click HERE for more detailed information around New Applications Features in Microsoft Dynamics GP 2015 R2 and a VIDEO!
Click HERE to view the GP 2015 R2 New Features blog schedule!! Lots of COOL new features to see!!
As always, keep up to date on what you need to know with our Microsoft Dynamics GP Blogs!