Ideas for SalesPad products

I don't know the name of the grid, but on the sales document, Line Items tab, the little grid above the line items where you can see the item information. If you add the Valuation Method field to that grid, it shows the methods as a number from SQ...

I don't suspect this is a common problem, but if you create a customer and make changes that build a customer audit log, deleting the customer does not clear the customer audit. So, if you reuse that customer number you immediately have entries in...

A client of ours suggested that being able to apply defaults, scripting, and user fields to Customer Special Pricing might be helpful and speed up the entry process. Defaults for things like UofM as the items base UofM or default selling UofM; ...

Currently the add-in syncs events from the CRM tab of a customer card. My idea is to have all events that show up in the SalesPad Today calendar tab sync to a user's Outlook calendar, essentially mirroring each other. This would include Customer a...

Would LOVE the ability to save an Email Template so when I email out customer statements I don't have to write it each time. This functionality is already available for Sales and Purchasing documents.

If you are partial invoicing or splitting sales orders, SalesPad does NOT show backorders when printing from the invoice. It can be done with custom scripting and a SQL stored procedure but it's a lot of extra work. A summary packing slip can work...

SalesPad prides itself on saving time. :) How about building some canned dashboards that we could use, using perhaps some SQL views that you already have that show commonly requested/needed KPI's for businesses? This would also give those of us th...

It would be helpful if the sales document search would search through historical as well as open documents; more like the sales document search on SalesPad Desktop.

Users would not need to go to GP to post key transactions, like inventory transfers, receipts, SOP returns and SOP Invoices.

It is very confusing and annoying that entering an item or part of an item number in each of your platforms yields different results. When counting stock you will not always have a bar code of the item number. We do not live in a perfect world. Or...