Ideas for SalesPad Desktop

17 VOTE

Workflow for Purchase Orders

Po workflow with Sales Monitor and rules

Created almost 2 years ago by John DiLeo

SalesPad Desktop

0 Will not implement
10 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 almost 2 years ago by Guest

SalesPad Desktop

0 Will not implement
9 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Update Historical Documents with Tracking and/or PO Number

Occasionally we need to correct a tracking number or customer PO number on a historical document.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 almost 2 years ago by Scott Reed

SalesPad Desktop

1 Will not implement
5 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 over 1 year ago by Guest

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 over 1 year ago by Guest

SalesPad Desktop

0 Will not implement
1 VOTE

Set a Default Ship To Address for Standard Purchase Order in SalesPad

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.

Created 4 months ago by Guest

SalesPad Desktop

2 Will not implement
3 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 over 1 year ago by Scott Reed

SalesPad Desktop

1 Will not implement
2 VOTE

Customized Layout in Sales Document Search Header

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.

Created 12 months ago by Joseph McKnight

SalesPad Desktop

1 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 almost 2 years ago 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 almost 2 years ago by Carlos Cacheux

SalesPad Desktop

1 Will not implement