Converting Prospects to Customers

I can't see estimates for a customer that I just created via Convert to Customer!

This is a known minor bug in Goldenseal estimating software versions 2.7 and earlier. It only happens when you follow this sequence:

1. Make an Estimate for a prospect.
2. Convert the prospect to a Customer account.
3. Make a Project account for the customer.
4. Try to enter the estimate.

Goldenseal doesn't properly update the menu list for estimates, so it's still listed under the original prospect and doesn't show up when it should.

We've fixed this in estimating software versions 2.71 and later.

In earlier versions, here is the quick fix:

1. Makie any change to the Estimate (you can add a short comment).
2. Hit the Enter key to save the record.

Click here to see solutions for other errors and problems.

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