Ideas for SalesPad Desktop

The ability to add an internal note to all customers listed by Sales Person

In this case we are using the Sales Rep field as a representation of customers from an acquisition. We would like to be able to put a note in the system for our invoicing clerk to not charge these customers a certain service charge. The ability to add notes in this way would be efficient for large numbers of customers. In this case it involves 200+ customers.

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  • May 10 2019
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    Jacob Pegg commented
    May 13, 2019 12:33

    Matt,

    Thanks for submitting an idea.  There are a couple of ways that you can accomplish this now.  Probably the easiest is to use Import Manager and update the group of customers using an excel sheet.  Another way would be to use a quick report setup to update data.  That would allow you to search and select only specific customers and then update the note for all customers directly from the quick report.  There are other ways of doing this as well, but those two might be the easiest that come to mind.  

    Jacob