MikeB: My original question was: how do I incorporate/link Estimates to my user (ABC) interface and have the estimates populated in the transactions tab of each Customer screen?
The Transaction table has all the information you need here, the Txt Type field lets you know if its a Sales Order, Estimate, Invoice, etc. If you want to incorporate estimates into a screen then you'll be looking at the Transactions table filtered on Txt Type.
MikeB: I viewed the CRM_EditCustomer screen and none of the links worked...
Which links? If you're talking about the New Transactions > Invoices link then if you review the action on that button you'll see it calls a Go To Tab Link ... Customers > Invoices. These links should not be broken by default on the stock screen.
MikeB: Opening that screen only with no company linked to it shouldn't work, right?
It should work, it'll just go to the tab link for under Customers to Invoice.
MikeB: ... when I open a sub-form like CRM_EditCustomer without going through the CRM_CustomerList screen first, I shouldn't expect a working sub-form, right?
If you open a screen like CRM_EditCustomer, without going through a Contact's Go To link from the CRM_CustomerList screen, then you should see a working screen minus any information for a customer (since you haven't selected one).
MikeB: I am taken directly to my ABC_EditCustomer screen in the user interface... Does this make sense?
Yes. If you review the action on the Go To link in the grid on CRM_ContactList you'll see calls a Go To Tab Link action for the page Customers > Edit Customer.
~C