paul35
Level 1

Sales & Customers

Thanks for the quick reply. 

 

You were close.  If I opened the existing estimate that had been created before the project... the project name wasn't in the customer pull down.  Now if I clicked MORE->COPY  only then did the project name appear in the customer pull down.

 

This seems like a bit of a workaround and really not the way it should work, but it works.

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