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Convert To Customer |
Feature 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. |