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  • Save When Leaving

    How about adding a button and allowing the user to save the record from this dialog? ''Save Changes''  ''Discard Changes'' and ''Cancel'' would be good choices. It eliminates the need for the user to 1) click ''No''  2) Click ''Save''  and then re-click the button that produced this dialog. Instead, the user would just click ...
    Posted to SalesWorks Beta (Forum) by mrtoner on March 22, 2007
  • Spouses and Other Relationships

    I was surprised not to see spouse either as a field or as a linked relationship. (Yes, I know we can add custom fields.) I really like the Households feature in GiftWorks and would like to see it in SalesWorks as well. You'll want to consider SW in Business-to-Consumer applications in addition to B-to-B applications. (I'm thinking right now of ...
    Posted to SalesWorks Beta (Forum) by mrtoner on March 22, 2007