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Add Field That Is Sourced From The First Line Item Of Quote

edited Jun 2, 2025 2:49PM in Ask A Guru 11 comments

Hello,

In our quotes we have a field called Price Level (shown below), that is always populated at the line item level of our quotes. Each item will have the same price level.

I want to create a custom field that will pull the price level from the first line item of the quote. Then potentially insert that field into the results of a saved search.

THanks!

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