Overview The following instructions are to set up user field hyperlinks to automatically generate item number URLs so users can access the product page on your company website for any item in your inv...
Overview The User Field Editor now includes an Export Screen that allows you to select the specific UDFs you want to be exported. Additionally, the Import Screen in the Sales Pad User Field Editor has...
Overview SalesPad Desktop allows users to add user defined fields (UDFs), customizable to their business needs. Up to 200 UDFs per business object can be added. Unless those fields are mapped to exist...
Overview Below is an overview of how important it is for all SalesPad customers to create a test environment. Please note, the instructions below are not a step-by-step tutorial but an overview of the...
Overview When setting up test connections in SalesPad, it can be difficult to differentiate betwen live and test. To assist with this, SalesPad allows you to set a different theme for test connections...
Overview Smart Printing, a rules-based printing engine designed to work in conjunction with SalesPad workflow, is used to automatically print or email specified reports to a customer or printer connec...
Overview The Simple Mail Transfer Protocol (SMTP) Setup form allows users to setup multiple SMTP addresses. Different SMTP configurations can be maintained to be automatically used for specific users ...
Overview SalesPad Signature Pad is a module that allows users to capture signatures for Sales Documents. These signatures are stored within the database and can be called onto a Printed Report with a ...
Overview The signature pad module in SalesPad will allow a user to capture signatures on sales documents via a touch-screen device or a Topaz device. SalesPad currently supports the T-S460 model. Note...
Pre-saved comments can be set up in Dynamics™ GP and added from a list to sales documents in SalesPad. To populate the comments list: Open Microsoft Dynamics™ GP Go to Microsoft Dynamics GP button > T...