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tnelson75
Level 2

Custom Fields

I'm trying to create a list of AR Aging with County so we can simplify our collections.

I have a custom field called "County". It's working on a job level, but not a customer level. I need it to work on both because we have some customers that never had a job created in our job management system. 

Any ideas on what else I can do? Currently I have to manually track this information in Excel and it'd be so much better if I could just export it. 


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