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SalesPad for Microsoft Dynamics GP: Customer Card - Knowledgebase / SalesPad / Video - Cavallo Technical Support

SalesPad for Microsoft Dynamics GP: Customer Card

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This video discusses how to use the Customer Card feature in SalesPad GP for Microsoft Dynamics GP. The Customer Card is broken down into two main sections: the header and the tab section. The Customer Card contains all the information on file with a specific customer, including any documentation they have open. In addition to viewing existing documents, you can also create new ones. Additionally, there are interactions logs, customer notes, and A/R notes associated with the Customer Card.

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