Feature
Starting with Goldenseal business management software
version 3.6, you can add a button to any account
to show all of the To Do List items involving that person.
Suggested By
User feature request.
How to Use
To add a View To Do List button to any account, follow these steps:
- Choose Custom Layouts from the Options
menu, and choose Accounts from the submenu.
- Enter the desired account class into
the Account Type popup field at upper left.
- Enter Items into the Layout popup field
at upper left.
- Click on the Button tool (5th row left
in the tool palette on the left side of the window).
- Click in the layout, and drag a rectangle
at the place where you'd like the button to appear.
- You'll see a list of available buttons.
Choose View To Do List, and click OK.
- You may need to rearrange items in
the layout.
- When the layout looks the way you'd
like, close the window. When you are asked whether
to save changes, click Save.
- You'll see the new button the next time you open the window
for that type of account.
Technical Details
Entered 4/13/06 by Casey.
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