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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:
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. |