Weekly Review: Smartlist Reminders

In Dynamics GP you can create a custom reminder based on Smartlist data. The system comes with a number of preset alerts but if, for example, you wanted to get an alert if a specific customer balance was over $20,000, you can do it. Doing this is easy.

1) Setup your Smartlist
2) Pick Favorites and name the Favorite.
3) Click Add and select Add Favorite and Reminder
4) Select Total of Columns, pick the column and how you want to total
5) You can set reminders based on the number of records or the total of the column
6) Click OK

• You can setup a reminder for an existing Smartlist by going to Tools >> Setup >> User Preferences >> Reminders button
• When you delete the Favorite, it deletes the reminder
• Reminders appear on the Home Page

Originally Posted by Mark 5/22/2006 10:04:00 PM