Ideas for SalesPad Desktop

Po workflow with Sales Monitor and rules

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...

Currently you need to go into GP to set your default Ship To Address for standard Purchase Orders. It would be nice to have a setting available in SalesPad to set that.

Occasionally we need to correct a tracking number or customer PO number on a historical document.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.

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. ...

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.

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...

Being able to edit the placement of fields in the header for Sales Document Search would allow users to customize the fields they use for searching and would allow them to expedite their process.

I have meant to delete a line item multiple times and I have accidentally deleted the whole order. I think if the line item button was changed to say "Remove" it would be a lot less confusing.

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 ...