New in Dynamics GP 2010 and improved in Dynamics GP 2013 is the ability to save a favorite as the default view. Once a favorite has been selected in the view, simply click Set as Default View from the View menu. Default views are per user and only available for master record lookup, not transactions.

If users only need to restrict the available accounts occasionally there is a temporary option. After selecting the lookup button and clicking on the arrow next to View, users can select Restricted List instead of Favorites. The Restricted List option provides similar functionality to Favorites but the search is not saved and restricted lists cannot be set as the default view.

Selecting All Accounts resets the list, removing all restrictions.

Account security is a feature in Dynamics GP that limits a user's access to certain accounts in the chart. A user cannot even see an account that they don't have access to. This is another option to limit the selection of accounts available to a user but it requires an administrator and a lot of thought to set up correctly. Setting up account security is less like a recipe and more like a seven course meal so it's not covered here.

Activating account security without proper setup makes it appear as if the chart of accounts has been deleted. Deactivating account security returns users' access to the chart but not before triggering a gut wrenching fear that it's time to find a new job.