Ideas for SalesPad Desktop

3 VOTE

Printing Fulfillment/Serial/Lot UDF's

Currently the only way to print user fields for fulfilled serial or lot numbers is to modify the spcpSalesDocumentReport. This creates a problem because joining the fulfillment to the sales lines duplicates the sales line data and if fields beside...

Created 8 days ago by Katelyn Wood

SalesPad Desktop

0
1 VOTE

Ability to Merge Orders into One Invoice

The ability to merge documents would be nice so users do not have to copy the lines to add them to one document. The intended use is much like GP's Consolidated Invoicing.

Created 4 days ago by Zach Dodge

SalesPad Desktop

0
1 VOTE

Copy button for Opportunities

Opportunities should have a copy button just like sales documents have.

Created 6 days ago by Guest

SalesPad Desktop

0
1 VOTE

Allow the Location field on Document headers to be editable

On existing sales documents that have many line items, sometimes it is necessary to change the location on the line items. Instead of having to edit 100 Line Items, it would be much easier if we could just change the Location field on the document...

Created 6 days ago by Manoj Kumar

SalesPad Desktop

0
3 VOTE

Make Pivot Grid Quick reports behave the same way as standard Quick Reports

In a normal quick report, it's possible to right click the results and update report data, and it's possible to have a dropdown list to filter results. Can this be implemented for Pivot style quick report results? Video demonstration of this is at...

Created 18 days ago by Guest

SalesPad Desktop

0
9 VOTE

Tabs, arrange them how we want them

I would like to be able to move and arrange the tabs that show up on any screen. I would like to be able to put the tabs where I want them, not just be able to turn on or off specific tabs but move them around to the order I want them in on each ...

Created 2 months ago by Jason Jasperson

SalesPad Desktop

1
1 VOTE

Security for Customer PO on Sales Document

A security would be nice to lock down the Customer PO number on a sales document.

Created 12 days ago by Zach Dodge

SalesPad Desktop

0
4 VOTE

Notate transferred and voided orders as such- rather than deleted.

The attached quote processed through to order and invoice correctly without error. I would like to suggest that in the future, a document that is TRANSFERRED show in the audit that the document was transferred instead of deleted. Similarly, if a...

Created about 2 months ago by Lisa Diane

SalesPad Desktop

0
3 VOTE

Additional Seat for Consultants

It would be nice to have a backdoor login for consultants, whether GP partners or SalesPad consultants to log in to a customer's system. It could possibly have an expiration. This is helpful for customers with only a couple seats or less.

Created about 1 month ago by Zach Dodge

SalesPad Desktop

0
3 VOTE

Stop resizing the email window

When emailing documents the size of the window is saved from the last use. The problem is that many users have a default magnifier on their computers for 125% which means each time the window is re-opened the size is taken from the last use then 1...

Created about 1 month ago by Katelyn Wood

SalesPad Desktop

1