Call 855-644-2677 for Microsoft Dynamics GP / SL Support, Training, and Implementation

New Feature For Microsoft Dynamics GP 2015 R2: Setting the Default SmartList Visibility For New Favorites

July 15, 2015 10:59 am Published by

The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and since then we’ve been looking at some of the new features that were delivered with it. In previous entries, we’ve covered the following new features:

  • All-in-one document viewer for purchasing
  • Payables transaction approval workflow
  • Employee self-service access to their W2
  • Scriptable provisioning and management
  • Analytical accounting transaction lists
  • Self service user tasks and roles
  • SmartList Designer SQL view
  • SmartList Designer view workflow type
  • Time management app
  • Historical Received Not Invoiced report
  • Enable email on all Purchase Order and Sales Order document formats
  • Mask employee social security numbers on reports
  • Debits displayed before credits
  • Improved auto deposit functionality
  • Consolidated inquiry windows in the General Ledger
  • Visual indicator for customers over their credit limit
  • Workflow document attachment

Today we’ll look at a small adjustment that will hopefully have a big positive impact for you: the ability to set the default SmartList visibility for new Favorites in your system. This was a heavily requested feature, and Microsoft has delivered. The feature will make your SmartList folders easier to maintain.

How to Set Default SmartList Visibility For New Favorites

You’ll find the new setting in the System Preferences window, which you can access by going to Microsoft Dynamics GP > Tools > Setup > System > System Preferences.

As you can see in the screenshot above, you now have the option to set Default SmartList Visibility to System, Company, User Class, and User ID. This new setting applies to newly created Favorites only. This feature will help you to keep your SmartList Favorites organized, and it will enable more flexibility within Microsoft Dynamics GP, given that most SmartLists are set up by users that want them to be user or company specific.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

Ready to learn how Microsoft Dynamics can help your business?

Talk to an Expert

Your privacy is important to us. MIG & Co. will never sell, lease, or share your information.

MIG & Co.