SmartFill New Features

SmartFill, the #1 Rockton product, just got even better. Yes, we added 6 new features and we’re so excited to share them with you.

It’s easy to see what new features have been added to SmartFill by accessing the What’s New in SmartFill document right within Microsoft Dynamics GP.

2 Ways to Access The What’s New Document

  1. From the blue SmartFill shortcut, click What’s New in SmartFill.
  2. In Microsoft Dynamics GP, go to Help | Rockton Software Support and click the What’s New button.

What's New SmartFill Feature Document Animated Gif

New Feature #1  – Open from Additional Menu

You can quickly open the Make a Selection window from a window where you have SmartFill lookups assigned without having to type anything in the field. For example, if you have assigned a SmartFill Object to the Customer ID in the Customer Maintenance window, put your cursor in the field and click Additional | Open SmartFill lookup. The Make a Selection window opens with all records tied to that field.

Anitmated Gif Open from an Additional Menu

New Feature #2 – Make a Selection Hotkey

You may now open the Make a Selection window using a hotkey. Assign the hotkey from the SmartFill Options window. To access the window, click the SmartFill shortcut, and then click Objects. In the SmartFill Objects window, click Actions | Options.

In the ‘Open SmartFill Lookup hotkey’ field, assign the hotkey you wish to use. By default, S is set as the hotkey. This key, in conjunction with the Ctrl key, opens the Make a Selection window from any field where a SmartFill lookup has been defined.

Animated Gif Make a Selection Hot Key in Dynamics GP

New Feature #3 – Search by Column

Using SmartFill to find a record is already easy, but now it’s even easier. Previously, when you searched in a field, the Make a Selection window opened, and you could enter a Subset Search to help further define your results if too many were returned. You can still do that, but now you may also select a specific column to search to help narrow down those results.

Animated Gif New Feature Search by Column in Dynamics GP

New Feature #4 – Edit Object from Make a Selection

You may now easily open the SmartFill Object Maintenance Details window from the Make a Selection window. This makes editing the object so much easier. When you invoke SmartFill and the Make a Selection window opens, click the new Edit Object button. Of course, this is only true if you have security access to the SmartFill Objects window. If you don’t have access to the window, the Edit button does not appear in the window.

Animated GIf New Feature Edit Object from Make a Selection in Dynamics GP

New Feature #5 – Export Make a Selection

SmartFill is flexible and allows you to pull helpful information into the Make a Selection window.

For example, you might see Sales Order Processing transactions for a specific Customer in a specific date range. Using the Export button in the Make a Selection window, you may export the values returned and send it to an Excel or CSV file.

Animated Gif New Feature Export Make a Selection in Dynamics GP

New Feature #6 – Resize Make a Selection Window

When you open the Make a Selection window, you may re-size the window to fit your needs. The next time you open that window, it will remember the size you last used. It is user-specific, so it won’t affect the way other users see their window.

Animated Gif New SmartFill Feature New Feature #6 - Resize Make a Selection Window in Dynamics GP

Next Steps:

  • Ready to give SmartFill a try for free for 30 days?
  • Already a customer, go check out the new features and let us know what you think

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