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HELP ARTICLE

Cannot see existing SmartList Favorites in SmartView


After installing SmartView, I do not see any of my existing SmartList favorites. Do I need to recreate them all?


There is a built in conversion to convert your SmartList favorites. You will need to add it to the shortcut menu.
1. Right click on the Navigation Pane in Dynamics GP and click on Add – Add Window
2. Select SmartView – System – Convert SmartList Favorites.
3. Click Add then Done.
4. In the Navigation Pane click on the new shortcut named “Convert SmartList Favorites”
5. In the Convert SmartList Favorites window, you can selectively choose which SmartList favorites to convert to SmartView. The next time you launch SmartView, the favorites will be there.

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