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Enter Estimates Button |
Feature Goldenseal estimating software version 3.3 adds an Enter Estimate button for Prospect records, so it's a bit easier to start an estimate for a prospective customer. Suggested By Turtle Creek training staff. How to Use If you haven't customized the Prospects layout, the new Enter Estimate button will show up automatically when you open Prospects records using version 3.3 of the Goldenseal construction estimating software. If you have customzed the Prospects layout, the new button will not appear automatically. To add it to your custom layout, follow these steps:
Technical Details The Enter Estimate button is already available for Customer accounts. HINT-- It's easy for us to add buttons like this,
so if you would like to see more "Enter XXX" or "View XXX" buttons
in other types of records, just let us know! |