Convert To Customer


In Goldenseal accounting software version 3.2, the Convert to Customer button now copies a few more data fields from the Prospect record to the new Customer account-- including the Full Name, Cell Phone and Comments fields.

Suggested By

Turtle Creek testing.

How to Use

Click the Convert to Customer button when you have a Prospect record and they start to do business with you.

After you click the button, Goldenseal cost accounting software creates a customer account, and fills in info from the Prospect record so you don't need to reenter it.