Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Select Microsoft Dynamics GP >Tools > SmartList Builder > Import
  2. Select the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
  3. 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.
  4. Repeat the steps import additional XML files, as needed.

...

  1. Select Microsoft Dynamics GP > SmartList. 
  2. Select Export/Import and then Import.
  3. Select Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects
  4. 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.
  5. 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.
  6. Repeat the steps to import additional XML files, as needed.
  7. Close the SmartList window and then re-open to complete the import process.

...

Note
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.

...

  1. 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:
  2. Highlight the Signature object in the list and choose Select.
  3. 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.
  4. In the SmartList Builder window, select Save. When the information has saved, the window will clear.
  5. 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.

...