At their core, SmartLists have 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, perform the following steps:
Select Microsoft Dynamics GP Menu from the top and click on SmartList, or click on the SmartList icon on the toolbar.
If the SmartList Icon is not shown at the top, right-click on the blue bar next to the menu and select the standard tool bar to turn it on.
Select Financial in the left pane and then Account Summary below it.
Simple sorting is accomplished by clicking on the...