SalesPad Mobile

UPDATED: Security: Contacts: Available Customer Contact Columns For Edit - Web Site is now an editable column. UPDATED: Security: Contacts: Viewable Contact Columns In Properties - Web Site is now a viewable column. UPDATED: Contacts: A contact's website can now be opened via selecting 'Go To Website' from the slide menu. FIXED: Application: Tab bars and the home indicator bar will not overlap. FIXED: Application: Longer tab names will properly truncate.

ADDED: Setting: Item Image Quality - When loading an image for item grids and lists such as Add Multiple Items and Quick Pick, if the image's height or width is greater than this setting's value, the server will resize the image to have a height and width less than or equal to this setting's value. Note that after this server-side resizing, the image may be resized again to fit into the UI, so large values for this setting have diminishing returns. Lower values for this setting will make loading item images faster, but may lead to lower quality images. Set to '0' to disable server-side resizing. Defaults to '500'. UPDATED: Sales Documents: A 'Locked by [username]' banner will now be displayed when opening a sales document that is locked by another user. UPDATED: iOS 16: Optimized compatibility for devices running iOS 16. UPDATED: Item Card: Item Tab: Item description is now displayed exactly how it appears in Dynamics GP instead of being shown in uppercase. UPDATED: Item Card: Item Tab: Item type is now displayed exactly how it appears in Dynamics GP instead of being shown in uppercase. FIXED: Item Card: Item Tab: Full item description is now displayed instead of being truncated. FIXED: Create Customer: Creating a new customer with an existing customer name no longer displays an 'A customer with the value chosen for Customer Name already exists' error message. FIXED: Sales Documents: Item Scanning: When there is an unrecognized item on the list of scanned items, adding the items will return to the sales document screen instead of remaining on the scanned items screen. (Introduced: 1.3.46.1) FIXED: Sales Documents: Quick Pick: The setting 'Should Sync UDFs' being set to 'False' will no longer result in 'No such table: spxItemMaster' errors in offline mode.

FIXED: Sales Documents: Manually forwarding a sales document several times without leaving the sales document will not bypass the 'Allowed Batches For Forwarding' security setting.

ADDED: Setting: Enable Timestamp Comment Field: If set to TRUE, a new field will be added to the Sales Document Comments screen that will allow users to enter a comment with the timestamp prepended to it. Defaults to 'False'. ADDED: Setting: Timestamp For Predefined Comments: If set to TRUE, timestamps will be prepended when adding predefined comments to a sales document. Defaults to 'False'. FIXED: Application: Setting the device's language to English and region to Ireland will not cause corrupted strings with incorrect accent marks and excessive exclamation points to appear in the app.

FIXED: Dispatch: When the setting Forward Linked Docs on Route Stop Checkin is enabled, and a dispatch checkin is performed when the app is in offline mode, any sales documents linked to that route stop will now be forwarded when the app next syncs to online; note that forwarding the same document multiple times while offline is not allowed, and the user will be informed if a document will need manual review after the next sync to online. FIXED: Dispatch: When the setting Forward Linked Docs on Route Stop Checkout is enabled, and a dispatch checkout is performed when the app is in offline mode, any sales documents linked to that route stop will now be forwarded when the app next syncs to online; note that forwarding the same document multiple times while offline is not allowed, and the user will be informed if a document will need manual review after the next sync to online. FIXED: PayFabric: Cards which do not have a card type can now be used without causing object reference errors. These cards can be mapped to GP credit cards via the Credit Card Type Mappings setting by entering an empty string on the GP side of a mapping. For example, "VISA:VI; :Test Gift Card" maps the Visa card type from PayFabric to a credit card named VI in GP, and blank card types from PayFabric to a credit card named Test Gift Card in GP.

FIXED: Sales Documents: Posted invoices which have canceled line items will not display incorrect document and line totals. UPDATED: Accessories: Zebra Printer: The Zebra SDK is updated to the latest version. UPDATED: Accessories: Zebra Printer: iMZ series, QLn series, RW series, P4T series, RP4T series, ZQ500 series, and ZQ300 series Zebra printers are now supported for printing ZPL receipts.

FIXED: Sales Documents: Trying to save a sales document when no Sales Line Item UDF tabs have "Can View" selected in the Tab Manager will not fail with an "Object reference not set to an instance of an object" error. (Introduced: 1.3.47.1) FIXED: Opportunities: Trying to save an opportunity when no Opportunity Line Item UDF tabs have "Can View" selected in the Tab Manager will not fail with an "Object reference not set to an instance of an object" error. (Introduced: 1.3.47.1)

ADDED: Interactions: Interactions now have tabs, which can be configured in the Tab Manager. When editing an Interaction, there are now tabs for Properties and Schedule, which allows for both sets of fields to be viewed and edited before saving. ADDED: Interactions: Interaction UDFs can now be viewed and edited as configured in the Tab Manager. ADDED: Security Setting: Access Security: Interactions: Can Create Interactions - If set to 'True', users can create interactions from Interaction tabs. Defaults to 'True'. ADDED: Security Setting: Access Security: Interactions: Can Delete Interactions - If set to 'True', users can delete interactions. Defaults to 'True'. ADDED: Security Setting: Access Security: Interactions: Can Edit Interactions - If set to 'True', users can edit interactions. Defaults to 'True'. ADDED: Setting: Userfield Pre Save Script - A script that is run before saving UDFs for any business object. The parameters include Cancel Event Args, a mobile version of the business object, and any changed userfield values (existing userfield values are not included in the UDFs collection). If the script cancels the save, the UDF changes will not save to the database and the mobile user will see the script's returned message as an error message, but the business object itself will still be saved. When editing in offline mode, this script is not run until the next sync to online, and script cancellations will then be reported to the user for manual resolution. Defaults to nothing. ADDED: Setting: Validate Sales Line UDFs Immediately - Enabling this setting will trigger a server call when accepting edits on an individual line item in order to run the Userfield Pre Save Script immediately for user feedback, instead of waiting until the full sales document save. Defaults to 'False'. ADDED: Setting: Validate Opportunity Line UDFs Immediately - Enabling this setting will trigger a server call when accepting edits on an individual line item in order to run the Userfield Pre Save Script immediately for user feedback, instead of waiting until the full sales document save. Defaults to 'False'. FIXED: Licensing: The "Workflow and Profit Engine Professional" license now grants access to modules that require the "Workflow and Profit Engine Essential" license.

ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Can Convert Opportunities To Quotes - If set to 'True', users can convert opportunities to quotes. Defaults to 'False'. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Convert Opportunity Status - Opportunities will be moved to this status when converted to a quote. If the status is a historical status then the opportunity will also be made historical. Defaults to nothing. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Opportunity Sales Doc ID - The sales doc ID assigned to quotes which are converted from opportunities. Defaults to nothing. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Reprice On Conversion - If set to 'True', sales line items will be repriced instead of taking their prices from opportunity line items when converting an opportunity to a quote. Defaults to 'False'. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Transfer Opportunity Contacts - If set to 'True' or if set to 'Prompt' and 'Copy' is selected, opportunity contacts will copy to the quote's customer when converting an opportunity to a quote. Defaults to 'Prompt'. ADDED: Security Setting: Access Security: Opportunities - Convert to Quote: Use Opportunity Sales Person and Territory When Converting To Quote - If set to 'True', sales documents created from opportunity conversions will use the opportunity's sales person and territory instead of the customer's sales person and territory. Defaults to 'True'. ADDED: Setting: Sales: Copy Address UDFs When Address Changes - If set to 'True', when choosing an address from the Sales Document Ship To Edit page, customer address UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's ship to contact to the sales document. Defaults to 'True'. FIXED: Sales Documents: Line item extended prices now round to the sales document's currency decimals instead of the line item's item master's currency decimals. This was causing the subtotal on Zebra receipts to sometimes not match the sum of all line item extended prices by a few cents. (Introduced: 1.3.33.1) FIXED: Sales Documents: When creating a sales document, customer UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's customer to the sales document. FIXED: Sales Documents: When creating a sales document, customer address UDFs which have the same field name and field type as a sales document UDF will copy their values from the sales document's ship to contact to the sales document. FIXED: Sales Documents: When adding a sales line item, sales document UDFs which have the same field name and field type as a sales line item UDF will copy their values from the line item's sales document to the line item. FIXED: Sales Documents: Add Item: When selecting an item number for a sales line item and an item master UDF with value options specified tries to copy its values to the line item, the app will not give a "Specified cast is not valid" error. FIXED: Sales Documents: When adding a sales line item via scanning or with the Add Multiple Items, Add Recent, Add Defaults, Add Catalog Items, or Quick Pick buttons, item master UDFs which have the same field name and field type as a sales line item UDF will copy their values from the line item's item master to the line item. FIXED: Prospects: Convert to Customer: If a Prospect UDF has the same field name as a Customer UDF but not the same field type, the UDF will not try to copy from the prospect to the customer and cause an error. FIXED: Opportunities: When adding an opportunity line item, opportunity UDFs which have the same field name and field type as an opportunity line item UDF will copy their values from the line item's opportunity to the line item.