If you need to open a new application but still need to keep GP open, you can create a GP Shortcut to do so. All Quick Links show up on your GP home page. With Quick Links, users won’t have to move between modules to open the windows they need.
Quick Links are wonderfully efficient tools that allow users to literally create a quick link to GP windows they use the most often. If you don’t do this, required items will not stand out from anything else you see in Dynamics GP. From there, change the Required displays (there are two) to be bold and red. In addition, users should click the Display button in the User Preferences window. The default setting is to use the Tab key to move across data fields, but if you prefer to use the Enter/Return key instead, this is where you can change it. The User Preferences window has several options available, but there are two default selections we urge users to change. This window is the user ID and password screen, which will allow Help Desk to log in without logging you back out. Click on your current user in the bottom left-hand corner of your screen, next to the company name, a new window will pop up. Switching users, such as if Help Desk needs to log in as an SA (server account) user, is also as simple to do. Click on that to open a new window, and from that new window, click on the drop-down menu displayed next to “Company.” Select your company and then click OK. In the bottom left-hand corner of your GP screen, it will show your current company name. If you have multiple companies with Dynamics GP, you don’t have to log out each time you want to switch companies. We will go over all of the basic functions you should be using in GP, core financial modules, and of course, various Dynamics GP tips and tricks. Do you seem to be forgetting the basics of Dynamics GP? Have new employees not familiar with GP? Here’s the refresher course your company has been looking for.
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