Estimates - Active, Status and Reports

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  • Updated 1 week ago
Estimates need a status of won, lost or pending not just active or not active.   Many comments on having to go into each estimate after it is invoiced so it is no longer active.   Where do you print a report of active estimates ?  When you export from Customer Centre: Estimates it exports all reports and has ticked as active when they are not active.
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Emma White

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Posted 1 week ago

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