Accounting Ideas

Allow for a "description" field to show up in the list of Estimates & Quotes

If you do a lot of estimates and the list gets long, it is difficult to know which is for which job. Our company is service based and we do a lot of estimates for different jobs for the same customer. So even if the 1st line in the details of the estimate would show, or the NOTES field looking at the list would give you an idea of which one to open.

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  • Sep 11 2023
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