Overview The On Load Email Script setting allows you to run a script that can be used to specify which email addresses to use when emailing from a Sales Document or Purchase Order in SalesPad. When th...
Sample templates can be downloaded at the end of this document. The examples included are for emailing the following: PO RGA Past Due Order Confirmation Quote See also: Emailing and Email Templates (f...
Overview This guide is intended to provide details on configuring SalesPad users and groups, and configuring Dynamics™ GP to work properly with SalesPad. Users and groups are set up in SalesPad in the...
Overview SalesPad currently has a number of products which integrate with Microsoft Dynamics GP. Each product in the SalesPad line has its own licensing policies. This document breaks down the various...
Overview SalesPad GP is a standalone application that integrates with and enhances Microsoft Dynamics GP. Its primary function is to provide a better, faster Sales and Customer Service interface for D...
Overview The Run Script button/plugin allows a user to execute a predetermined C# script on a sales document. Usage Run Script is a plugin available under the Actions dropdown ) on the sales document...
Overview Sales Document Setup is a module within SalesPad that allows users to edit how a sales document transfers between document types. In this documentation, you will learn about how to edit docum...
Overview Registry Maintenance is a module within SalesPad Desktop that allows users to view and delete registry entries for SalesPad. This module can be used to easily edit connections from within Sal...
Note: This functionality has been removed and been replaced by the Load Visible Columns Security as of version 4.6.2.0 of SalesPad Desktop. Overview Quick Load Grids have been placed on key screens wh...
Overview SalesPad Profile Selector and Script Manager allow users to filter the data returned to a user in grids on the Customer Search, Vendor Search, Inventory Lookup, Sales Document Search, Purchas...