The best part about SmartFill is being able to input the information you know about a record, then it searches through the thousands of records in your database to provide you with results . . . what other ways can SmartFill make your Microsoft Dynamics GP work simpler & easier®?
You have the ability to add additional criteria to your searches, such as adding “city” to search for vendors in Chicago or adding “sales person” to search for customers in a specific region . . . but did you know you can search your notes with SmartFill? You enter in notes on customers and items, which can inform your users of special circumstances or give them a reminder.
Have you ever thought you could search on that information? In the example below, we are searching for record level notes on items related to SmartFill, but we only know a little bit of the text on the note. Type in “Find this record”, and SmartFill goes to work searching through all the notes that have been saved to item records and it brings back two matches.
About Rockton Software
Rockton Software is a Gold Certified Microsoft Partner with CRM, ERP, and ISV competencies. We’ve been a Microsoft Dynamics GP ISV for over 16 years with more than 3,000 companies representing 80,000 users. With locations in Lafayette, Colorado; Fargo, North Dakota; and Sandpoint, Idaho, our goal is to make your work simpler & easier®. www.rocktonsoftware.com
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