Posts Tagged ‘SmartList’
Tech Thursday: Are your SmartList Favorites being used?
Today I want to take a look at a feature that was added in the latest release of SmartList Builder (18.02.0030). SmartList Favorites TrackingHaving been in the Microsoft Dynamics GP world for many years, I know one of the big things people ask for with SmartList is a way to tell if Favorites are actually…
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Tech Tuesday: Creating Calculations in SmartList / SmartView
We get a lot of questions around creating calculations in SmartList and/or SmartView. While neither of them will allow you to create a calculated field on their own, SmartList Builder can certainly add a calculated field to any list you currently have or create new.With SmartList Builder, you can modify the default list and add…
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Tech Tuesday: SalesForce Notes and Attachments
SalesForce allows files to be attached to records. These files are stored as Base64 encoded data in the ‘Content Version’ object. SmartConnect can be used to encode these files and upload them to SalesForce. Once the attachment is imported, we will need to use the ‘Content Document Link’ object to link the document to the…
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Tech Tuesday: Displaying SmartLists with Popdock
Not only does Popdock allow users to display data from out of the box Dynamics GP SmartLists, any custom lists created in SmartList Builder, with a couple of exceptions, can be displayed in Popdock as well. (The exceptions are: (1) Payroll and Human Resources SmartLists, including those created using SmartList Builder, which can be added…
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Tech Thursday: Can you really upgrade your SmartList Designer Lists to SmartList Builder
The answer is certainly YES as long as you are using Microsoft Dynamics GP 2018. The answer is maybe if you are using Microsoft Dynamics GP 2016 or something prior to that.A feature has been available in SmartList Builder for awhile now that would bring your SmartList Designer lists into SmartList Builder. It just didn’t…
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Tech Tuesday: Reporting on Extender data
I have been getting a lot of questions lately about the options to report on Extender data, so I wanted to walk through some of the main options.Microsoft Dynamics GP Reports:The Dynamics GP reports that I speak of here are those built in Report Writer. It is the invoices, edit lists, etc. that you can…
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SmartList Builder’s Top 10 Features Added Over the Years
SmartList Builder has long been the go-to reporting solution for thousands of Dynamics GP users. It was a flagship product for us and we’ve been adding new features for years. As with many of our other products, we’ve added hundreds of features without ever changing the product price. We’re pretty excited about all of SmartList Builder’s…
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Our favorite SmartView features added over the years
When we released SmartView, our intention was to take the tool we all knew and loved, SmartList, and make it even better. We used SmartView internally (and still do!) and wouldn’t live without it. Doing so gave us a front row seat into the best parts of the solution and let us contribute to new feature…
[Read More]Need SmartLists for Dynamics 365 Business Central? We’ve got you covered with Popdock.
You’ve fallen in love with SmartLists over your years using GP. Now that you’re using Dynamics 365 Business Central, what do you do? Look no further. Popdock provides a fast, simple interface for end users to get at the data they need to do their daily jobs. We like to call it Actionable Data. Popdock can pull…
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SmartList Builder Training in 2019
If you’re a Smartlist Builder customer and you’re wondering, “What next?” Our recommendation is to access the Smartlist Builder self-paced training. With a little bit of learning, you have a lot of power to build the Smartlist with any of the Dynamics GP data you need. SmartList Builder Self-Paced Training environment is designed for you…
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