Find Prospect Matches Button

Feature

In Goldenseal accounting software version 3.9, we've added a Find Prospect Matches button. Clicking it shows Prospect records that have the same name or zip code, which can help track down duplicates between Customer and Prospect records.

Suggested By

Turtle Creek Software staff.

How to Use

To add this optional button to your Custom account layout, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Accounts from the submenu.
  2. Enter Customers into the Account Type popup field at upper left.
  3. Click on the button tool (fifth row left in the tool palette on the left side of the screen).
  4. Click in the layout, and drag a rectangle where you'd like the button to appear.
  5. Choose Find Prospect Matches from the list of available buttons.
  6. Click OK.
  7. Close the layout and save changes.

Technical Details

This is a specialized button that we wanted at Turtle Creek Software, so we could do a better job of identifying where our customers heard about us (since we don't always manage to link up new customers to their original Prospect record, when they order direct from the website).

In order to make this button work, we added some new, useful "find" utilities that we'll be able to add to other "action" buttons in the future.

HINT-- If you want to have a button on any type of record that links to related records, let us know the details and we can probably add it in the next release.