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I am trying to customize the estimate report and as soon as I opened it, it came up as having 5 or 6 decimal points after the quantity and cost columns. I have checked the formatting string and it's {0:$0.00} and I've tried changing it and then changing it back. Is there any other way to make this work?
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I am trying to get some new information that I've added to the estimate screen to then carry forward once I choose to convert to sales order. Which screen do I have to add the action to in order for this to happen?
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Hello,
I'm trying to update and change the columns that appear when I print an estimate. I have tried going to the preferencesreport in the customize tab, but it's not allowing me to see where to change the columns. Where do I go to do this?
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I just sent it, thanks for your help!
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So yes, to answer your question, the grid and the add new line item button is gone, but I never removed them.
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I added the actions into the grid. But when I did, the whole item section is gone, and there's no place on the actual invoice to input any item information.
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I was working to create an action within my invoice "new line item" section and I created the entire action, but when I published it and then went to view it in the Customer Center, the whole "New Line Item" section disappeared.
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