I am not sure how many of you are members of the Tech Tip “Community”. I added a new tip today and realized it was pretty hard to find. I might ask some GPUG folks to make finding these a bit easier.
I wrote step-by-step instructions on how to create a SmartList Export Solution. These allow you to connect an Excel Macro Enabled Workbook or template to a SmartList Favorite so that you can include formatting, subtotals, etc.
—————————— Amber Bell Owner Training Dynamo LLC Derby CT ——————————
Maureen Seibler
Member
June 29, 2017 at 10:05 AM
Hi Amber!
Just wanted to say “Hi” and “Thank you!” for this Tech Tip and also to let you know how it has been used and shared.
I set up a few export solutions already and it has been super helpful for my AR and AP teams in sending out customer and vendor agings. I also just shared it at our local GPUG meeting (giving you all the credit, of course) so others can use this feature (no one was using it prior).
It’s a super time-saver! Thanks for making it so easy to put it into practice.
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