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Estimate Report - Using the item 'Name' instead of 'FullName'

Last post 07-05-2013 10:21 AM by Method_Jason. 0 replies.
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  • 07-05-2013 10:21 AM

    Estimate Report - Using the item 'Name' instead of 'FullName'

    We received this email -

    "I am trying to put the Manufacturer part number on the quote. When I enter "EstimateLine.item" it gives me the entire grouping breakdown with the part number. How do I get ride of that and just see that part number?"

    Jake, 

    The Item dropdown field in the EstimateLine table contains the FullName values from the Item table. It sounds like you are looking for the Name field from the Item table instead. We can access this field by adding the Name field from the Item table into the EstimateLine table as a linked field. To add this linked field, go to Customize>Tables/Fields and click Edit Fields... for the EstimateLine table. Once you have added the linked field to the table, you can edit your custom Estimate report in our Report Designer and use your new field instead of EstimateLine.Item. 

    Please reply here on the forums if you have further questions. 

    Jason

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