{"id":2467,"date":"2023-04-28T14:55:26","date_gmt":"2023-04-28T14:55:26","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2467"},"modified":"2023-04-28T14:55:27","modified_gmt":"2023-04-28T14:55:27","slug":"how-to-setup-gp-homepage-reminders","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2023\/04\/28\/how-to-setup-gp-homepage-reminders\/","title":{"rendered":"How To Setup GP Home Page Reminders"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Monitor your data with GP Home Page and a SmartList<\/h2>\n\n\n\n<p>Use your GP Home Page and a SmartList to help you monitor your data.\u00a0 Use reminders to view customers who have gone over their credit limit.\u00a0 Or use a reminder to list all inventory items that have a on hand quantity that is below the item\u2019s reorder limit.\u00a0 Or keep an eye on purchase orders created that exceed a certain dollar amount.<\/p>\n\n\n\n<p>First, create a new SmartList favorite that displays the columns you want to see and that is filtered on whatever criteria is needed.<br><br>Let\u2019s work with the example of seeing all purchase orders over a specific dollar amount.<br><br>First create the SmartList favorite that will give you the information you need, such as what is shown in the screenshot below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"684\" height=\"103\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/1.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2466 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/1.jpg?lossy=2&strip=1&webp=1 684w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/1-300x45.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/1-192x29.png?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/1-120x18.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/1.jpg?size=512x77&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 684px; --smush-placeholder-aspect-ratio: 684\/103;\" data-original-sizes=\"(max-width: 684px) 100vw, 684px\" \/><\/figure>\n\n\n\n<p>This list is filtered on<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\" start=\"1\">\n<li>\u201cReleased\u201d PO\u2019s only, meaning they have been printed but not yet received or invoiced.<\/li>\n\n\n\n<li>PO\u2019s with a Remaining Subtotal greater than $5,000<\/li>\n<\/ol>\n\n\n\n<p>PO Status not equal to \u201cCanceled\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"526\" height=\"524\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/2.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2461 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/2.jpg?lossy=2&strip=1&webp=1 526w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/2-300x300.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/2-150x150.png?lossy=2&strip=1&webp=1 150w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/2-80x80.png?lossy=2&strip=1&webp=1 80w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/2-120x120.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 526px; --smush-placeholder-aspect-ratio: 526\/524;\" data-original-sizes=\"(max-width: 526px) 100vw, 526px\" \/><\/figure>\n\n\n\n<p>Once your new SmartList favorite is displaying the information that you want, now we can save it as a Reminder on your Home Page.<br><br>Click on the Favorites button.\u00a0 Enter a new Name then click on Add and select Add favorite and reminder.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"500\" height=\"291\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/3.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2462 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/3.png?lossy=2&strip=1&webp=1 500w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/3-300x175.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/3-137x80.png?lossy=2&strip=1&webp=1 137w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/3-120x70.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 500px; --smush-placeholder-aspect-ratio: 500\/291;\" data-original-sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/figure>\n\n\n\n<p>In the Custom Reminder window, under Remind me when, select Number of Records, choose \u201cis greater than\u201d and enter 0.\u00a0 This means show my SmartList as a reminder only when it\u2019s returning more than 0 records (rows).\u00a0 Click on OK.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"456\" height=\"407\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/4.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2463 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/4.png?lossy=2&strip=1&webp=1 456w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/4-300x268.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/4-90x80.png?lossy=2&strip=1&webp=1 90w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/4-120x107.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 456px; --smush-placeholder-aspect-ratio: 456\/407;\" data-original-sizes=\"(max-width: 456px) 100vw, 456px\" \/><\/figure>\n\n\n\n<p>Go to your Home Page.\u00a0 You may need to refresh it if you had been on the Home Page while creating your reminder.\u00a0 You can refresh your Home page by clicking on the double blue arrows in the upper right-hand corner.\u00a0 Or go to another page then come back to the home page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"139\" height=\"112\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/5.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2464 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/5.png?lossy=2&strip=1&webp=1 139w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/5-99x80.png?lossy=2&strip=1&webp=1 99w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/5-120x97.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 139px; --smush-placeholder-aspect-ratio: 139\/112;\" data-original-sizes=\"(max-width: 139px) 100vw, 139px\" \/><\/figure>\n\n\n\n<p>Here is my new Reminder on my Home page.\u00a0 The \u201c3\u201d in parenthesis indicates that I have 3 records on the SmartList.\u00a0 I can click on it and it will take me right to that SmartList.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"293\" height=\"161\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/6.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2465 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/6.png?lossy=2&strip=1&webp=1 293w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/6-146x80.png?lossy=2&strip=1&webp=1 146w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2023\/04\/6-120x66.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 293px; --smush-placeholder-aspect-ratio: 293\/161;\" data-original-sizes=\"(max-width: 293px) 100vw, 293px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Need GP Help?<\/h2>\n\n\n\n<p>For additional help and training with GP, <a href=\"https:\/\/cssi.com\/gp\/contact\/\">please contact CSSI<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Monitor your data with GP Home Page and a SmartList Use your GP Home Page and a SmartList to help you monitor your data.\u00a0 Use reminders to view customers who have gone over their credit limit.\u00a0 Or use a reminder to list all inventory items that have a on hand.<\/p>\n","protected":false},"author":4,"featured_media":2468,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[38,229],"class_list":["post-2467","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-gp","tag-gp-tips"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Setup GP Home Page Reminders - CSSI<\/title>\n<meta name=\"description\" content=\"Use your GP Home Page and a SmartList to help you monitor your data.\u00a0Here&#039;s how to set it up in Dynamics GP.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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