New Features
> Purge Sale Quotes and Cards
Purge Sale Quotes and Cards
With the ability of creating and tracking leads and customers you also have an assistant to help you through the process of purging sales quotes and cards from your company file.
For customers and leads, you can purge quotes and their associated cards that haven’t been converted to sales and are no longer needed. This assistant will step you through the process of first purging the transactions then the associated cards.
A new purge button has been added to the
Cards
List menu to purge customer/lead cards. This button will take you to the
Purge Sales Quotes and Cards
window.
All purging options, listed below, can now be found under the File menu.
▪
Journal Entries
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Closed Invoices
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Sale Quotes and Cards
▪
Reminder Logs
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