Building Form GoTo’s for Receivables & Customers

Here are Steps for building the most common GoTo’s for the Receivables module: Basic Steps (Unless listed differently below): Press the Go To … button on the middle of the top bar in SmartList Builder (Or Open Drilldown Builder.) Enter your Description Product is Microsoft Dynamics GP Series is Sales Select Form listed below Press + on the middle right of the blue bar to add a task Add task(s) as below, press Save on Add Task window Press Save on Add Go To – Open Form window Specific Windows (Forms): Customer Maintenance