Ideas for SalesPad Desktop

Add an email button to Customer Search

Some users would like to email all of their customers at once, usually for monthly/annual statements. There doesn't seem to be a great way to do this out of the box, without the assistance of Automation Agent. 

 

Could we look into adding an email button to the Customer Search Screen perhaps? I'd imagine we can have this behave the same way emailing working on the Sales Document Search.

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  • Aug 30 2019
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  • Marcus Heemstra commented
    September 17, 2019 16:58

    I agree with this idea. It'd be great to be able to create some forms of mass communication. I think something like this could also help with this idea:

    https://salespad.ideas.aha.io/ideas/SPGP-I-427