Posts Tagged ‘SmartList Builder’

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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A Partner’s Perspective: “Popdock is SmartList Builder for BC”

We were excited to learn one of our strategic partners, Steve Simon at PDG Consultants, recently wrote on his blog about his experience with and love of Popdock. Let’s just say, we can’t help but share. Watch at the end for the line we love to hear from all our partners! (“That was easy.”)Check it…

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Customer Success Story: Multi-Company Reporting from Microsoft Dynamics 365 Business Central Made Easy with Popdock

CompanySuper Star Car Wash was founded in 1993 in Phoenix, AZ and prides itself on providing express and full-service car washing with detailing, as well as quick lube services, convenience stores and gasoline. After starting with one car wash, they have since grown to 24 locations and continue to expand.    Project ScopeAs a small business,…

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Tech Tuesday: Templates for SmartList Builder, Excel Report Builder, Navigation List Builder and Extender

While it is widely known that eOne has templates available for use with SmartConnect, it is not as commonly known that eOne also has templates that can be used with the other applications such as SmartList Builder, Excel Report Builder, Navigation List Builder, and Extender. For this Tech Tuesday article, I thought I might highlight…

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A Summary of Top Features Added Over the Years

Over the years we’ve added a TON of features to our products. So many, we’ve put together snapshots of the top features for four of our products. Have you seen them yet? Check it out: SmartConnect Top 10 FeaturesExtender Top 10 FeaturesSmartList Builder Top 10 FeaturesSmartView Top FeaturesWant to know more about SmartConnect, Extender, SmartList Builder…

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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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RM Apply Detail SmartList Builder Template

The RM Apply Detail SmartList Builder setup is designed to return the Receivables Apply Details for Microsoft Dynamics GP.  It will return the apply details for all posted RM transactions.  The script that is used in it is courtesy of Victoria Yudin via VictoriaYudin.com with only minor changes to make it work in SmartList.  Thank…

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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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