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How can I view Estimate and Invoice Totals side be side?
Hi
I need to build a Report or Saved Search which shows Estimates and Invoices in columns next to each other. My client needs to ensure that his sales engineers are upselling the basic estimate created by their national call centre.
I believe it can be done with ODBC, but ideally I am looking for a solution that without using ODBC.
Any ideas, pointers much appreciated.
Thanks
Ric Wilson
ABCRM Ltd
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