At their core SmartLists are rows and columns of data, similar to an Excel spreadsheet. They provide a powerful, friendly way to interact with information in Dynamics GP. One of the simplest SmartList features found by most users is the ability to sort a SmartList simply by clicking on a column header. However, SmartLists provide advanced sorting features that are even more powerful, just a little harder to find.
In this recipe we'll take a look at all of the sorting options for SmartLists, simple and advanced.
To sort a SmartList:
Click on the SmartList button (shown in the following screenshot) on the menu bar at the top or select Microsoft Dynamics GP from the top and click on SmartList:
If the SmartList icon is not shown at the top, right-click on the blue bar next to the menu and select the Standard toolbar to turn it on.
Select Financial in the left pane and then Account Summary below it:
Simple sorting is accomplished by clicking...