Most Recent Sale Info

Feature

Starting with version 3.9 of Goldenseal accounting software, we're adding a few calculated fields to Customer accounts. They show the most recent sale, and its date and amount.

You can add these fields to your Customer accounts, so you can more easily view the most recent sale, or sort your customers by the date of the most recent sale.

Suggested By

User feature request.

How to Use

To add the new fields to your Customer account layouts, 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. Choose a layout from the Layout popup field at upper left.
4. Click on the Field tool (fourth row left in the tool palette on the left side of the window).
5. Click in the layout, and drag a rectangle where you'd like the field to appear.
6. You'll see a list of fields. Scroll down, and choose Most Recent Sale, Most Recent Sale Amount, or Most Recent Sale Date.
7. Click OK.
8. Close the layout, and save changes.

The next time you open the Customer account window, you'll see the recent sale info.

HINT-- You can double-click on the Most Recent Sale field to jump to that sale.