Cavallo SalesPad For Recurring Sales and Subscriptions Billing in Dynamics GP
Of course, Cavallo SalesPad has a strong focus on distribution. [...]
Compare Microsoft Dynamics GP Versus Cavallo– Searches, Inquiries, and Transaction Entry
Many of our Microsoft Dynamics GP customers find that they [...]
SalesPad Video Tip: How to Highlight Fields and Change Colors on SalesPad Screens
A nice way to call attention to a required [...]
SalesPad Video Tip: Reduce Shipping Errors With UPS Address Validation for SalesPad
UPS address validation for SalesPad is an extra DLL [...]
SalesPad Video Tip: How to Import Data from Microsoft Dynamics GP tables using SalesPad Import Manager
There is an easy way to import data from Microsoft [...]
SalesPad Video Tip: How to Combine Sales Documents with Document Combiner Plug In
Document Combiner is a new plugin for SalesPad for Microsoft [...]
SalesPad Video Tip: Overview of SalesPad Quick Reports Editor
SalesPad Quick Reports is a powerful tool that our customers [...]
SalesPad Video Tip: Quick Reports Advanced Functionality for Creating Transfers from Multiple Sites
This video shows SalesPad (for Microsoft Dynamics GP) Quick Reports [...]
SalesPad Video Tip: Quick Reports Advanced Functionality for Creating a Purchase Order
This video shows SalesPad (for Microsoft Dynamics GP) Quick Reports [...]
SalesPad Video Tip: How to Use Search Types in SalesPad Quick Reports
There are four main search types that can be added [...]
SalesPad Tip: Creating Cash Receipts
In the past, most Accounts Receivables (A/R) transactions needed to [...]
SalesPad Tip: How to Use Interactions to Save Valuable Notes
Interaction entries in SalesPad are similar to Activities in CRM [...]
SalesPad Tip: How to Create Groups & Subtotals in Quick Reports
Did you know that in the SalesPad standard grid Quick [...]
SalesPad Tip: Use Auto Filter Row To Improve Reporting and Search
Nearly every screen in SalesPad includes a grid. Being able [...]
7 Ways to Use CRM Features in SalesPad for Dynamics GP to Track Customer Engagement
As a distribution company, how do you track interactions with [...]
SalesPad Tip: Easy Subtotals with Pivot Table Reports
If you’re using SalesPad it’s a pretty good bet you’ve run Quick Reports but have you seen what the pivot table reports can do?
SalesPad Video Tip: SalesPad Workflow, Sales Monitor and Document Splitting Explained
One of the features that our customers love about SalesPad for Dynamics GP is the workflow. This video does a great job of giving an overview of SalesPad Workflow, Sales Monitor and Document Splitting functionality.
SalesPad Tip: Search Faster and View User Defined Fields in Dynamics GP with Additions GP from SalesPad
Additions GP is a fairly new, but very cool, offering from SalesPad for Microsoft Dynamics GP. It was originally designed to work with SalesPad Card Control but now it is sold separately in a site license based model. It comes in two “flavors”: Search and User Defined Fields.
SalesPad Tip: SalesPad Mobile – Access Sales, Customer and Inventory Data On The Go
Do you need to access and manage your sales, customer [...]
SalesPad Tip: SalesPad Customization Just Became Easier
SalesPad has made it much easier to create workflow. There [...]
SalesPad Tip: Make Searching in SalesPad Easier
Some of our clients don’t realize that searches don’t have [...]
SalesPad Tip: Use Sales Batch Processing to Save Time
Most of our clients use Sales Batch Processing to process [...]
SalesPad Tip: Best SalesPad BI Reporting Tool – SalesPad Pivot Quick Reports
SalesPad Quick Reports are one of my favorite features with [...]
SalesPad Tip: Use SalesPad to Easily Save Special Notes for Each Address/Contact Record for a Customer or Vendor
Many of our distribution clients have address specific information like [...]
SalesPad Tip: 10 Ways to Customize SalesPad Grids
Almost every SalesPad screen displays data in a grid. You [...]
