Ideas for SalesPad Desktop

Clickable account numbers from child account tab in Parent customer card.

Currently, salespeople have to go into the parent account to look up the list of child accounts. Then they have to write each child account number down (because the child customer number is also not selectable/highlightable), then do a customer search to bring up that child account customer card.

 

It would be much more efficient to have that customer number clickable (just like in the customer search screen) and spawn a new page to interact with the child account.

  • Kerry Dykstra
  • Nov 12 2019
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