Tag Archives: SmartList

SmartList Wildcards

The Google-fu is weak with this one (this one being me). I read a post ages ago on the subject of SmartList wildcards which looked like it would be really useful, but then, after I’d forgotton the details, couldn’t find it again no matter what searches I tried.

Then, a couple of days ago, Tim Cruickshank, on the Rose Business Solutions blog, posted a few tips and tricks he’d picked up at Convergence, one of which was SmartList Wildcards.

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How To Use All Account User Defined Fields On SmartLists – Step By Step

In a post last week I linked to Frank Hamelly’s post on using all four User Defined Fields on the Account Maintenance window (Cards >> Financial >> Account).

I thought it might be useful to follow up with a step-by-step explanation of creating a SmartList for historical GL transactions with all four user defined fields from the account. Continue reading

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How To Use All Account User Defined Fields On SmartLists

Only the first two user defined fields on the Account Maintenance form (Cards >> Financial >> Account) are exposed to SmartList; Frank Hamelly at gp2themax explains how to use SmartList Builder to expose the other two.

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Feature Explained: SmartList Favourites

Microsoft DynamicsSmartList is a fantastic module; easy to use and very flexible with great integration with Excel (and with the Letter Writing Assistant which I’ll cover in a week or two’s time).

However, it seems we get an inordinate amount of queries from our clients on how to use it. How to customise the lists to their needs or how to save them for future reference. Continue reading

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SmartList Pane Sizes

Microsoft DynamicsOne of my biggest problems with the SmartList in Microsoft Dynamics GP is the size of the two panes. The left hand pane resizes itself when you change the size of SmartList; when maximised it ends up being two fifths of the screen size which seriously cuts down the space for viewing the report.

But, now, help is at hand. Frank Hamelly, a Microsoft Dynamics GP MVP, on GP2themax has posted a modified SmartList window, from Nicole Albertson of Microsoft, which resizes the left pane.

The modified window is loaded in via Customisation Maintenance (Microsoft Dynamics menu >> Tools >> Customise >> Customisation Maintenance) from a .package file and works by keeping the left pane a set size which maximises the pane showing the report data.

Hopefully, the next version of Microsoft Dynamics GP will come with a built in solution to this.

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