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- Select Microsoft Dynamics GP >Tools > SmartList Builder > Import.
- Select the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
- Select the appropriate XML file and select Open. Then click select Import. When the import finishes, a message appears indicating the import process has completed. Click select OK.
- Repeat the steps import additional XML files, as needed.
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- Select Microsoft Dynamics GP > SmartList.
- Select Export/Import and then Import.
- Select Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects.
- If you have purchased SmartList Builder, you will want to import the objects for SmartList Builder. See the previous section for information on importing SmartList Builder objects.
- Select the appropriate XML file(s) and select Open. Then click select Import. When the import finishes, a message appears indicating the import process has completed. Click select OK.
- Repeat the steps to import additional XML files, as needed.
- Close the SmartList window and then re-open to complete the import process.
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- Select SmartList.
- Scroll down to the objects that begin with Signature. Click on
- Select an object to display the records for that object. Records appear in the right pane of the window.
- To select a Go To item, select a record for that object, and select the Go To... button. Select an item from the Go To menu. You can also double-click a record to display the default Go To item, which is the first item in the Go To menu.
| Note |
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| If double-clicking a record does not display a window, select SmartList > Options to open the Options window. In the Category drop-down list, select the object that is currently highlighted in the SmartList window, then select OK. In the SmartList window, click select the Refresh button, then double-click a record. The window for the default Go To item should appear. Double-clicking will now work for all objects. |
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- Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder. Select the lookup button in the SmartList ID field and complete the following steps for each Signature object displayed in the list:
- Highlight the Signature object in the list and choose Select.
- Select the Go To... button. All available Go To locations display. Here you can Add, Edit, or Remove Go To items. When you are finished, select OK.
- In the SmartList Builder window, select Save. When the information has saved, the window will clear.
- When you have completed these steps for each object in the list, close the SmartList Builder window. Open the SmartList window under Microsoft Dynamics GP > SmartList. The following message will appear: SmartList Builder has detected changes to be made. Do you want to make these changes now? Click select Yes. The update will take a few moments.
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