Ideas for SalesPad Desktop

1 VOTE

Mass Update Req Ship Date

I would like to be able to change the requested ship dates on multiple documents without having to open each document individually.I envision it being part of the sales batch processing module with a requested ship date change.

Created 3 days ago by Guest

SalesPad Desktop

0
1 VOTE

Case Tracker - Reorder/Returns Tab | Hyperlink Item Number

It would be great to launch Item Search from this screen

Created 3 days ago by Guest

SalesPad Desktop

0
1 VOTE

Add search when you select packaging

We have a bunch of different boxes associated with lots of products, not being able to search for a specific package makes it very difficult.....

Created 5 days ago by Guest

ShipCenter

0
1 VOTE

Change Default Excel Export Format to .xlsx

Provide an "Excel Export Format" setting so we can choose what the export format is. Currently it's .xls, which is antiquated and doesn't have all the functionality we need. Provide options of .xlsx and .csv. Pretty please, thanks.

Created 7 days ago by Guest

SalesPad Desktop

0
39 VOTE

Bulk Link and Bulk Unlink of PO's from Sales orders

When you have an order with 250 lines connected to a PO . As of right now we have to unlink line by line by line. There should be a button that will allow me to unlink or link the entire PO to the order at one time. We can't bulk unlink or l...

Created 10 months ago by Guest

SalesPad Desktop

12
1 VOTE

UDF - Default Pathway for File Attachments

The ability to have a file attachment UDF use a default pathway, for storing files in a Document Management System such as Sharepoint directory.

Created 14 days ago by Marissa Walters

SalesPad Desktop

0
20 VOTE

Ship To Address Book for ShipCenter

Currently, ShipCenter does not offer an address book to capture and store different ship to locations when not associated with a sales document. A lot of different companies send shipments from ShipCenter not associated with a SalesPad Desktop/GP ...

Created 10 months ago by Sam Griswold

ShipCenter

1
2 VOTE

Outlook Plugin

Would like the ability to map back to salespad based on the customer # instead of email address.Our franchise customers use the same address for multiple locations. Example: accounting@franchisecompany.com may receive emails for multiple location...

Created about 1 month ago by Marissa Walters

SalesPad Desktop

0
2 VOTE

Allow emailing and email templates directly in Customer Card.

We would like to be able to email the customer directly from the customer card.Some examples: bounced checks, updated payment information needed.The email audit tab would be helpful to see if a customer has already been contacted about a particula...

Created about 1 month ago by Marissa Walters

SalesPad Desktop

0
1 VOTE

Case Tracker Detail User Field "Action"

Currently their is a user field tab but only "Action" similiar to Sales Line User Fields. We can't copy and paste our caclulated UDFs

Created 18 days ago by Guest

SalesPad Desktop

0