Ideas for SalesPad Desktop

Change the email record from the OLD GP email to the NEW GP email on Customer records.

One of our clients uses Professional Advantages Collections Management module.  When we began trying to send out Statements, we noticed that the email address that SalesPad pushes into GP goes to the "one line" email address in the lower portion of the Customer screen.  To have CM work properly when sending statements, CM needs the email address to be in the "upper" portion of the customer record in the To, CC and BCC area, where the 3 lines of emails exist.  CM can't work properly when the email is on the one-line email address that was initially set up to work with the eOrder module.   So, this change should be made "globally". 

  • Guest
  • May 24 2018
  • Already exists
  • Attach files
  • Guest commented
    May 24, 2018 14:56

    I've attached a screen snapshot delineating what I'm referring to.  This make total sense to have SalesPad do the old email address field isn't used any more.

  • Admin
    Jacob Pegg commented
    May 24, 2018 15:18

    Those fields already exist on the contact address record within SalesPad.  There are four fields on the contact record - Email, Email To:, Email CC: and Email BCC:.  Email maps to the field you are referring to, while the other 3 map to the fields you are looking for.  It will depend on the version of SalesPad you are using, but that was added quite a while ago, I think when we added GP2013 support.  It would appear that your client is not using the correct field in SalesPad.

  • Guest commented
    May 24, 2018 16:19

    Dear Jacob:

    I will look into this further today. I’m glad that you were able to respond so quickly.

    Alex, you don’t need to do anything else, it’s already within SalesPad…as noted by Jacob in his response below.

    Warmest Regards,

    Rob Gillespie, Sr. Dynamics-GP Consultant
    6965 Union Park Center, Suite 400 Cottonwood Heights, UT 84047
    O: 801-487-8400 x 102 | C: 801-414-4421 |

    Follow us on: [facebook] [Twitter] [Linkdin]