Ideas for SalesPad Desktop

In Group Pricing, you can add Items by Item-Class by setting the "Match Field" appropriately. Add a "Match Field" to the customer specification area so you can control by Customer-Class. This would greatly reduce maintenance of group pricing whe...

Currently, when a SalesPad user gets assigned a case in Case Tracker, the system does not email the end user. Without going into the Case Tracker daily or manually emailing a printed form (which also does not support email templates this), there i...

Currently, SmartPrinting does not have a function that will email the "Email CC" field defined on the Customer Card. The static email will not work because every customer will have a different email defined for the Email CC field. This would be a ...

It would be nice to be able to export the contact names and email addresses to be able to do a mass email blast.

Currently in SalesPad, when you have interactions logged for a prospect, and you convert that prospect to a customer, the interactions will not carry over to the new customer card. It would be very helpful for CSR's to see this. There is not curre...

There is a routine that can be used in the import manager to upload adjustments. I don't want to give users access to that module. The ability to import lines into the Inv Adjustment module would save lots of time for users not having to manual...

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 ...

My staff needs the information the same way they use it for sales orders, etc.

This drill-back option is available in Dynamics GP. After entering and saving inventory transfers and inventory adjustments, it would be very helpful to see all allocations when you open up the window. Right now we are only able to see open sales ...

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