Jet Reports with Microsoft Dynamics GP book available
Jul10

Jet Reports with Microsoft Dynamics GP book available

I have a new book available now called Jet Reports with Microsoft Dynamics GP; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics GP for financial and/or operational reporting. The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step… Continue Reading Ian Grieve’s...

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Microsoft Dynamics GP running at an appalling slow speed
Jul09

Microsoft Dynamics GP running at an appalling slow speed

On a recent project we encountered an issue with the test ssytem running remarkably slowly in many areas. While logging in took longer than it should have, even opening the SmartList window was taking 45 seconds; when a SmartList favourite was selected, each column header and field was drawn slowly enough that it could be read before the next one appeared. Posting a Payables batch with 50… Continue Reading Ian Grieve’s...

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Switch off SOP/Invoicing warning in Microsoft Dynamics GP
Jul08

Switch off SOP/Invoicing warning in Microsoft Dynamics GP

I often end up creating test, demo or upgrade requirements and have a number of scripts I run against them to make changes. The script below can be used to change the settings for the message displayed when both SOP and Invoicing are both installed. The script is set up to leave the message enabled for Invoicing, but switch it off for Sales Order Processing (the comments include the setting… Continue Reading Ian Grieve’s...

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How to Set the Tab Sequence Order in Microsoft Dynamics GP Modifier
Jul07

How to Set the Tab Sequence Order in Microsoft Dynamics GP Modifier

While created a new version of a customised window for a client (the old customised version was causing problems for submission to Workflow) I needed to change the tab order of the fields on the window; I’d removed quite a few fields and changed the positions of the remaining. I couldn’t remember how to do this (I last remember doing this in Visual Studio where you can select a field and… Continue Reading Ian...

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Run Task Manager as Administrator
Jul06

Run Task Manager as Administrator

I was deploying a new version of a Microsoft Dynamics GP Dexterity modification for a client recently and ran into a problem caused by a user who had disconnected their RDP session to the server instead of logging off; this had left a lock on the dictionary file as they had also not closed Microsoft Dynamics GP. The server logon requires individual logons with MFA enabled, but my user is not an… Continue Reading Ian...

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New book on Jet Reports with Microsoft Dynamics GP available
Jul03

New book on Jet Reports with Microsoft Dynamics GP available

I have a new book available now called Jet Reports with Microsoft Dynamics GP; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics GP for financial and/or operational reporting. The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step… Continue Reading Ian Grieve’s...

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Exchange Rates inserted by eConnect integrations
Jul02

Exchange Rates inserted by eConnect integrations

I recently assisted with a support call logged by a client following the introduction of an RM integration created using SmartConnect. The client enters exchange rates at the start of the month, but following the integration being deployed, extra exchange rates were being inserted into the exchange rate table. This caused problems as the rate from the external system varied more often than the… Continue Reading Ian...

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Microsoft Dynamics GP payment batch no longer visible in Process Remittance
Jul01

Microsoft Dynamics GP payment batch no longer visible in Process Remittance

I’ve been working on a project to convert some bank accounts to making payments via EFT through Microsoft Dynamics GP using the payment run process for a client. On one of these accounts, the user ran into problems with the remittance and could not longer see the batch in the Process Remittance window [gpmnu]Purchasing area page » Transactions » Process Remittance(); the batch did show up in… Continue Reading...

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Rollback Microsoft Office to a previous version
Jun30

Rollback Microsoft Office to a previous version

In the last post, I mentioned uninstalling and reinstalling an old version of Microsoft Office to stop Microsoft Dynamics GP crashing when sending emails using MAPI. However, you don;t need to uninstall Office to roll back the version. There is a command you can run to roll Office back to a previous version. You can find out the version numbers for Office here and then run this command at an… Continue Reading Ian Grieve’s...

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Microsoft Dynamics GP crashes sending emails using MAPI
Jun29

Microsoft Dynamics GP crashes sending emails using MAPI

On my Microsoft Dynamics GP demo environment I have Office Professional Plus 2019 installed and Dynamics GP configured for MAPI integration for the sending of emails (I sometimes have my demo environment used when I don’t have an Internet connection so have a hMaiLServer installed for emails instead of relying on the company Exchange). I got caught doing a demo last week when sending an email,… Continue Reading Ian...

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Features of Enhanced Notes from ISC Software: Free Trial [Video]
Jun26

Features of Enhanced Notes from ISC Software: Free Trial [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post about a free trial and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Free Trial video: GP Elementz from ISC Software GP Elementz from ISC Software

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Features of Enhanced Notes from ISC Software: Free Trial
Jun26

Features of Enhanced Notes from ISC Software: Free Trial

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. As with all of the other Enhanced Notes there is a free trial of Enhanced Notes available which allows you to try the module out on a Fabrikam, Inc. sample company database without restriction. GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of Enhanced Notes from ISC Software: Available for reporting [Video]
Jun25

Features of Enhanced Notes from ISC Software: Available for reporting [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on how enhanced notes are available for reporting and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Available for Reporting video: GP Elementz from ISC… Continue Reading Ian...

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Features of Enhanced Notes from ISC Software: Available for reporting
Jun25

Features of Enhanced Notes from ISC Software: Available for reporting

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Enhanced Notes are, like all Microsoft Dynamics GP data, stored within the company database. This means that they are availa le for reporitng using any of the reporting tools available with Microsoft Dynamics GP. The standard notes are held in Record… Continue Reading Ian Grieve’s...

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Features of Enhanced Notes from ISC Software: Assign tasks [Video]
Jun24

Features of Enhanced Notes from ISC Software: Assign tasks [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on assigning tasks and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Assign Tasks video: GP Elementz from ISC Software GP Elementz from ISC Software

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Features of Enhanced Notes from ISC Software: Assign tasks
Jun24

Features of Enhanced Notes from ISC Software: Assign tasks

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Enhanced Notes allows Microsoft Dynamics GP tasks to be created and assigned to users with a due date. This means you can enter a note containing an action, perhaps chasing a customer about payment of invoices, and assign that action to another user… Continue Reading Ian Grieve’s...

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Features of Enhanced Notes from ISC Software: Categories/Subcategories [Video]
Jun23

Features of Enhanced Notes from ISC Software: Categories/Subcategories [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on categories and subcategories and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Categories/Subcategories video: GP Elementz from ISC Software GP… Continue Reading Ian...

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Features of Enhanced Notes from ISC Software: Categories/Subcategories
Jun23

Features of Enhanced Notes from ISC Software: Categories/Subcategories

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Enhanced Notes provides the ability to categorise and subcategorise notes. The setup of the categories is performed through the Enhanced Notes Setup window (Adinistration area page » Setup » Company » Enhanced Notes » Setup Enhanced Notes) by entering… Continue...

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Features of Enhanced Notes from ISC Software: Individual notes [Video]
Jun22

Features of Enhanced Notes from ISC Software: Individual notes [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on individual notes and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Individual Notes video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of Enhanced Notes from ISC Software: Individual notes
Jun22

Features of Enhanced Notes from ISC Software: Individual notes

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. The key feature of Enhanced Notes is the ability to create multiple individual notes. This allows easy and clear visibility of notes entered against a transaction, card or window. The example below shows several notes which have been entered against a… Continue Reading Ian...

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Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes [Video]
Jun19

Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Introduction to Enhanced Notes and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Introduction to Enhanced Notes video on YouTube: GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes
Jun19

Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Enhanced Notes extends the standard Microsoft Dynamics GP notes functionality by allowing multiple separate notes to be recorded against records or windows. The main functionality of Enhanced Notes is: Enhanced Notes are available on transaction,… Continue Reading Ian Grieve’s...

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Features of Enhanced Notes from ISC Software: Series Index
Jun18

Features of Enhanced Notes from ISC Software: Series Index

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Over the course of this series, the index, below, will automatically update with the new posts as they go live (unless you’re reading a syndicated version of this post in which case check back here) Features of Enhanced Notes from ISC Software

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Incorrect Microsoft Dynamics GP Purchase Orders Workflow Status
Jun16

Incorrect Microsoft Dynamics GP Purchase Orders Workflow Status

I recently had an error reported to me in Microsoft Dynamics GP where some final approved purchase orders were not working correctly when opened in the Purchase Order Entry window (Purchasing area page » Transactions » Purchase Order Entry). The PO is shown as not submitted in the workflow status bar, but the button on the tool is a Recall button rather than a Submit one showing that the… Continue Reading Ian...

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GP Elementz from ISC Software: GP Elementz Add-ins
Jun15

GP Elementz from ISC Software: GP Elementz Add-ins

This post is part of the GP Elementz from ISC Software series. There are a number of add-ins available from ISC Software for Microsoft Dynamics GP which have been written in Dexterity, which have the look and feel of standard windows. These add-ins are sold under the GP Elementz label. There are five main Elementz products listed on the GP Elementz website: Enhanced Notes​ – Extends and… Continue Reading Ian Grieve’s...

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Replace Microsoft Word formatting with a style
Jun10

Replace Microsoft Word formatting with a style

I was working on a new book recently and bolded a lot of important terms. I then remembered that I actually had a style created for key words and should have been using the style rather than simply using bold; I convert the Word document into a number of different formats and styles, rather than simple bold, works a lot better for the conversion process. A 200 page book was going to be somewhat… Continue Reading Ian...

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SQL script to insert test email address to all customers
Jun08

SQL script to insert test email address to all customers

Back when this blog was a few months old, I posted a script on updating emails on vendors to keep emails internal for testing and have recently had the need to provide a customer a similar script for testing the emailing of invoices and statements. This first script updates all existing records to replace the email address with one supplied by the customer (the highlighted email address should… Continue Reading Ian...

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SQL script to populate the Payables Distribution Type SETP (PM40103) table
Jun05

SQL script to populate the Payables Distribution Type SETP (PM40103) table

I recently wrote a report for a client which included payables distributions; in order to output the distribution type, I joined to the Payables Distribution Type SETP (PM40103) table. Unfortunately, when the report was deployed, it didn’t work: all of the rows had a blank distribution type. When I investigated I found that the Payables Distribution Type SETP (PM40103) table was empty. My demo… Continue Reading Ian...

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SmartList searching with wildcards
Jun04

SmartList searching with wildcards

I was recently showing some clients how to use wildcard searching in SmartListand looked up my old blog post to refresh mym memory. When I was searching for my page, I found one from Shawn Dorward which he posted a couple of years ago and which covered some additional searching which was available. Shawn’s blog post contains a some really good example of searching and also covers a couple of… Continue Reading Ian...

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Windows rotation lock missing
Jun03

Windows rotation lock missing

I use a small convertible laptop (the screen rotates through 360o to turn into a tablet) for a lot of web browsing; occasionally I convert it into a tablet and switch allow the screen to rotate from landscape to portrait mode. However, when I tried to do this by switching off the Rotation Lock option the other day, the option in the action centre was missing; it is usually between Tablet Mode… Continue Reading Ian Grieve’s...

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Bad Parameter in refreshable Excel report query
Jun02

Bad Parameter in refreshable Excel report query

Over the last few months, I’ve been doing work with clients on creating some refreshable Excel reports. Working on one of them, we had parameters for dates and added one for Vendor ID, which is when I encountered an error: Microsoft Excel Bad parameter type. Microsoft Excel is expecting a different ind of value than what was provided. The Excel sheet looked fine with the three parameters all… Continue Reading Ian...

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Workflows available in Microsoft Dynamics GP
Jun01

Workflows available in Microsoft Dynamics GP

Since Microsoft Dynamics GP 2013 R2 saw the introduction of a new Workflow module for approval of documents, almost every version of Dynamics GP since then has introduced new functionality to workflow; sometimes in the form of new approval types or integration with other modules such as Document Attachment. This diagram shows the available workflow types, colour-coded by version introduced: < div class=’azrcrv-im’...

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Record short training or demo videos
May30

Record short training or demo videos

After posting about a couple of useful websites, I thought I’d do a useful application. Flashback Express can be sued to record short training or demo videos. While it can be used to capture the webcam, I have been using it to record the screen and sounds; for one video I needed to record both myself and someone else speaking and Flashback Express easily allowed me to capture sound from both… Continue Reading Ian...

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Update Posting Setup in all companies to use Posting Date from Transaction
May27

Update Posting Setup in all companies to use Posting Date from Transaction

I was recently doing some work for a client and an issue which came up was the posting date for transactions posted to the GL was not always correct. After some investigation we determined that they had their Posting Setup (Administration area page » Setup » Posting » Posting) was set to use the posting date from the batch instead of the transaction. As they had a substantial number of… Continue Reading Ian...

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Use SQL to generate a macro to create Vendor Items
May22

Use SQL to generate a macro to create Vendor Items

On a recent project with a client to implement the Purchase Order Processing module, we needed to create a lot of vendor item numbers. I’m a big advocate of doing updates in the front-end where possible or using integration tools where they support standard functionality. This particular client didn’t have a suitable integration tool available for inserting vendor items, so instead I created a… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Free Trial [Video]
May21

Features of SalesHQ from ISC Software: Free Trial [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Free Trial post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Free Trial video: GP Elementz from ISC Software GP Elementz from ISC Software

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Features of SalesHQ from ISC Software: Free Trial
May21

Features of SalesHQ from ISC Software: Free Trial

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. There is a 28 day free trial available for SalesHQ which allows you to try it with no cost and no obligation to buy and connected to a system of your choice. The 28 day free trial can be quickly installed and connected to the system of you choice; if you have… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Create invoice [Video]
May20

Features of SalesHQ from ISC Software: Create invoice [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a create invoice post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Create Invoice video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Create invoice
May20

Features of SalesHQ from ISC Software: Create invoice

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows salespeople to raise invoices for customers, when the salesperson has the relevant option marked on their user account. To raise an invoice, click See More on the Invoice Entry tab: Enter the header details for the invoice and then click Add… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Create order [Video]
May20

Features of SalesHQ from ISC Software: Create order [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a create order post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Create Order video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Create order
May20

Features of SalesHQ from ISC Software: Create order

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows customers to raise an order and for salespeople to raise quotes for prospects and customers, when the customer or salesperson has the relevant option marked on their user account. To raise an order, click See More on the Order Entry tab: <span… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Create quote [Video]
May19

Features of SalesHQ from ISC Software: Create quote [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a create quote post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Create Quote video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Create quote
May19

Features of SalesHQ from ISC Software: Create quote

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows salespeople to raise quotes for prospects and customers, when the salesperson has the relevant option marked on their user account. To raise a quote, click See More on the Quote Entry tab: Enter the header details for the quote and then click… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Add Prospect [Video]
May19

Features of SalesHQ from ISC Software: Add Prospect [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Add Prospect post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Add Prospect video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Add Prospect
May19

Features of SalesHQ from ISC Software: Add Prospect

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ allows salespeople, when the Add Prospects checkbox on their user account is marked, to add prospects to Microsoft Dynamics GP. To add a prospect, click the See More button on the Add Prospect tile: The Add New Prospect form will be displayed; enter a… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Price Lookup [Video]
May18

Features of SalesHQ from ISC Software: Price Lookup [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Price Lookup post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Price Lookup video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Price Lookup
May18

Features of SalesHQ from ISC Software: Price Lookup

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ includes functionality which, when enabled, allows customers and salespeople to perform a lookup for an inventory item. Click the See More button n the Inventory tile: Enter part of an item number or item description and hit return; the matching… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: Inventory Lookup [Video]
May18

Features of SalesHQ from ISC Software: Inventory Lookup [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a Inventory Lookup post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – Inventory Lookup video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian...

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Features of SalesHQ from ISC Software: Inventory Lookup
May18

Features of SalesHQ from ISC Software: Inventory Lookup

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. SalesHQ includes functionality which, when enabled, allows customers and salespeople to perform a lookup for an inventory item. Click the See More button n the Inventory tile: Enter part of an item number or item description and hit return; the matching… Continue Reading Ian Grieve’s...

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Features of SalesHQ from ISC Software: View statement [Video]
May15

Features of SalesHQ from ISC Software: View statement [Video]

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a View statement post, but I am experimenting with making video alternatives to the standard blog posts. You can watch the GP Elementz – SalesHQ – View statement video: GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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