Home > Uncategorized > Corny, but true, I Love SmartList Builder

Corny, but true, I Love SmartList Builder

I’ve been thinking about doing this Blog for a long time. I started using SmartList Builder when it first was released. At the time I was a client and my partner called to say that GP had just released a module that I might be interested in. Boy, were they right!

For the past 5 years, I have used SmartList Builder extensively as Implementation Consultant for MS Dynamics GP. I love what I am able to do for our clients, whether it is a SmartList of Sales Holds to release for the credit department (with Go To links to the orders, of course) or a Month-end analysis of Obsolete Inventory or Sales by Salesperson with Margin. These SmartLists streamline daily tasks and allow powerful analysis of important data with the click of a mouse.

As I have run training seminars on using SmartList Builder and worked with my coworkers in the program, I find that people really struggle with successfully using this module. Just this week, I had two clients who caused “duplicate records” on existing SmartLists and responded to questions on the Dynamics GP Partner Board regarding calculated fields in SmartList Builder.

I am very excited about the new functionality in GP2010. Beefing up the Excel Report Builder and adding the Drilldown Builder and Navigation List Builder should really increase the power of these modules. (I might even start training users on the Navigation Lists – since these lists may have usable functions that aren’t possible on SmartLists, but that is another story!)

Welcome to the blog and feel free to comment if you want me to cover a specific subject or even if you enjoy it. (Hopefully you will learn something.)

Regards,
Devon

  1. Terry Mace
    April 9, 2010 at 5:28 pm

    I am struggling with smartlist builder and I would like to do some online class. Is there one available?

    • April 15, 2010 at 4:57 pm

      I don’t know of one. I have learned everything I know by trial & error… Keep looking on the blog, I will try to cover some of the basics and that will help a lot!

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