First & Last Name Fields

Feature

Starting with Goldenseal 3.9, we now have separate fields for First Name, Last Name and Suffix, for Customer accounts and Employee accounts.

You can use them for more accurate printing of W-2 forms in our payroll software, and for more directed marketing to your customers when using any version of our small business software.

Suggested By

User feature request.

How to Use

To add these new optional fields to your data entry layouts, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Accounts from the submenu.
2. Enter Customers or Employees into the Account Type popup field at upper left.
3. Click on the Field tool (fourth row left, in the tool palette on the left side of the window).
4. Click in the layout, and drag a rectangle at the place where you'd like to add one of the new fields.
5. Choose First Name, Last Name or Name Suffix from the list of optional fields.
6. Click OK.
7. Repeat steps 4 to 6, if you'd like to use more than one of the fields.
8. When you are done, close the Custom Layouts window, and save changes.

HINT-- You can also use the Custom Layouts command to add the new fields to printed forms or reports.