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ISC Software News & Updates

Features of SalesHQ from ISC Software: Overview

5/6/2020

 
SalesHQ allows you to provide customers with self-serve access to their Microsoft Dynamics GP receivables account data such as invoices, statements and transaction reports. This access is available from anywhere, on any device, in real-time.
  • Each user is provided with their own log-in credentials.
  • A customer master window that includes contact details and recent summarized account information.
  • Open and historical customer transactions; sales invoices, payments and returns.
  • Search transactions quickly.
  • Drill down to reveal full transaction information.
  • Save a transaction to pdf or print.
  • Export data directly to Excel.
  • Customer statements from the last two years.
  • Lookup inventory items to check stock availability.
  • Lookup prices for items prior to placing an order.
  • Raise new sales orders directly through the portal.
  • A contact form so they can send information to update.
Read the full article on the azurecurve blog
Watch the SalesHQ Overview video

​SalesHQ provides your customers secure access their Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time. Salespersons can also access this information and related sales reports for customers assigned to them.

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  • Dynamics GP
    • Microsoft Dynamics GP
    • Microsoft Dynamics GP 2018
    • Dynamics GP Implementations
    • Dynamics GP on Azure
    • Making Tax Digital for Dynamics GP
    • Dynamics GP Support >
      • Changing Dynamics GP Partner
      • Dynamics GP Support Plans
      • Dynamics GP Support Quotation Form
    • GP Elementz
  • Dynamics 365
    • Dynamics 365 for Sales
    • Dynamics 365 Support
  • SHAREPOINT
    • SharePoint
    • SharePoint Support
    • Sharegate
    • Dox42
  • ABOUT
    • About ISC Software
    • News
    • Events & Webinars
    • Our Customers
    • Software Partners
    • The Team >
      • Development Team
      • Support Team
      • Operations Team
      • Dynamics Team
      • Executive Team
  • CONTACT
  • SUPPORT