Ideas for SalesPad Desktop

18 Vote

Automatical Logoff when a user id stays idle for more than 1-2 hours.

We have several sales guys that always forget to log out of Salespad, therefore resulting in a license tied up that could be used by someone else. So, it would be nice to have an automatic logout feature if a users id goes idle for more than 2 ho...

Created 18 Nov 09:01pm by Guest

SalesPad Desktop

0 Will not implement
11 Vote

Update Historical Documents with Tracking and/or PO Number

Occasionally we need to correct a tracking number or customer PO number on a historical document. Version 4.3.2.9 allows for updating historical notes and comments which is helpful, but tracking and PO number are still not available.

Created 16 Sep 12:20am by Scott Reed

SalesPad Desktop

1 Will not implement
7 Vote

Create quotes for Prospects without converting Prospect to a Customer.

We send out a large number of quotes to prospects who never purchase from us and thus never become customers. The way the program works now, we will soon have more non-customers in our customer table than real customers.

Created 25 Feb 03:04pm by Guest

SalesPad Desktop

1 Will not implement
4 Vote

Ability to map SalesPad UDF's to existing GP fields

SalesPad's User Defined Fields option is very helpful. However there is a very limited number of existing GP fields that you can map to when creating a SP UDF. More GP fields should be available in Sales Orders, Purchase Orders, Customers, and Inv...

Created 28 Apr 03:27pm by Scott Reed

SalesPad Desktop

1 Will not implement
4 Vote

Ability to set in workflow the order in which a Doc ID will be printing into multiple reports to a single printer in the proper order.

SalesPad's Workflow does not allow users to set a way to print one Doc ID to multiple reports using an auto forwarding queues. If the user attempts to set their workflow to it that way, all the reports will be printing seemingly at the same time. ...

Created 28 Mar 02:37pm by Guest

SalesPad Desktop

0 Will not implement
4 Vote

Landed Cost Group Maintenance and PO Line

Add the ability to create/modify landed cost groups in SalesPad GP and set them at the purchase line level.

Created 18 Jun 01:09pm by Guest

SalesPad Desktop

0 Will not implement
2 Vote

Sales Document Entry - Item Info Grid Alignment

There is a small item information grid on the sales document entry window, just above the sales lines. It looks like the field alignments aren’t consistent as some are left and some are right justified. The additional problem seems to be when you...

Created 26 Dec 02:26pm by Katelyn Wood

SalesPad Desktop

1 Will not implement
3 Vote

Graphical Workflow Interface

I would like to see a graphical workflow user interface to make designing workflows much more intuitive. Something like this :https://www.youtube.com/watch?v=oLxy7Uurzf8

Created 30 Dec 07:39pm by Guest

SalesPad Desktop

0 Will not implement
3 Vote

Dropdown Menus Scrolling

When a customer chooses a value from a dropdown menu, if that field never loses focus, they may end up accidentally scrolling through values. This particularly comes into play in Inventory Lookup and Smart Printing, where editing values like this ...

Created 21 Oct 07:01pm by Zach Dodge

SalesPad Desktop

0 Will not implement
3 Vote

Add a sort for notes on sales documents and PO's

I would like to see the more recent notes to appear at the top.

Created 22 Sep 12:19pm by Carlos Cacheux

SalesPad Desktop

1 Will not implement