Custom Lists

Feature

Version 3.1 of the Goldenseal business management software adds three custom lists. You can use them to store any type of choices that aren't handled elsewhere in Goldenseal.

Suggested By

We needed this for our own use in running Turtle Creek Software.

How to Use

To access the new address books, choose Other Lists from the Options menu, choose Custom Lists, and then choose one of the new custom lists from the submenu.

To rename the new lists, choose Preferences from the Options menu, and choose Interface from the submenu. You can give a different name to each of the three custom lists.

To show the list choices in an account or transaction, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Accounts or Transactions from the submenu.
2. Use the popup fields at upper right to select the account or transaction that will use the custom list.
3. Choose New Custom Field from the Edit menu.
4. Enter List Clairvoyant into the Field Type popup field.
5. Click on the Display popup field, and choose one of the custom lists from the bottom of the menu.
6. Click OK.
7. Goldenseal will add a custom field that shows the custom list choices.

Technical Details

You can use the custom lists for anything you want.

For example, we use one of the Custom lists to have choices like "no change", "changed" and "not sure", so we can track the status of payroll tax tables from the tax agency for each state.

For other changes in version 3.1, click here.