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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Transaction Search shows "only searches filtered to main line support editing"
I'm trying to help our AR folks with a problem. We have an estimate with a few hundred lines; there are subtotals per customer location, etc. We need to change the item rate for every line, since this customer gets special prices for this order.
I created a saved search (criteria Type is Estimate, and Number/ID has keyword of the estimate number) that shows all the transactions on this one estimate, ordered by Item, just like we want it--but we can't edit any of the fields. At the top of the search results it says "Only searches filtered to the main line support editing."
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