Ideas for SalesPad Desktop

Sales Monitor Batch Categries

I think it could be really helpful the be able to categorize Sales Monitor Batches into categories. My thought is something similar to how quick reports can be assigned to a category. You could have security to restrict batches but that's not my reason for the idea. Our workflow has a lot of batches and is only getting longer. I think organizing it into categories would make it easier for users to "minimize" the portions of workflow they don't typically care about and allow the left portion of the window to be easier to read.

  • Marcus Heemstra
  • Apr 12 2019
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