The query that picks special pricing priority chooses the earliest Begin_Date with no other options ORDER BY Begin_Date ,End_Date,UOfM ASC If special pricing gets added for an item that already has some in place, SalesPad will always select the pr...
Do not allow same user to login multiple times at the same time
We have had an ongoing issues where users will login taking multiple seats or not realize that they did not properly log out, and then login a 2nd time. This causes issues where seats are being used with no business benefit. I believe salepad shou...
Show PO Line Distribution Account into PO Line Grid
I'd like to be able to see the account number to be charged for a purchased line item in the PO Line Item Grid. Especially for non-inventory items this would help Purchasing and Accounting make sure the correct account is billed for a line item. T...
Mathias Tabor
2 months ago
in SalesPad
2
Will not implement
Add fields to Purchases/Sales tab Grids in Inventory Lookup
In Inventory Lookup, allow adding additional fields to the Purchases/Sales tab Grids. I'm envisioning this being an option to add a custom SQL procedure, similar to other extensible Grid views such as Sales Monitor. See also Idea # SP-I-18 Add Qty...
Allow first queue in workflow to be autoforwarding
For business object worklow, without the use of Automation Agent, this would allow an action to take place as soon as an object is created. The moment a new customer, new item, new MO, etc. is created, we could print a report or take another action.
Guest
6 months ago
in SalesPad
2
Will not implement
Replace Fax Number w/ Phone 2 or other number on sales docs
The Shipping address fields on the sales doc and PO headers currently display Phone 1 and Fax numbers. With fax usage rapidly decreasing, replacing it with Phone 2 could be more useful.
Add Spellcheck to the notes section for Interactions
Within the Sales Document edit screen, the notes dialog has spellcheck functionality. However, in the the Interaction tab, the notes in that dialog there does not have this functionality.
Add support for HTML email templates to allow better looking branded email messages to be sent to customers. Plain text is difficult to build highly functional and "pretty" customer facing emails.