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Open Estimates at a Point in Time
I need to create a search that shows open estimates at a particular point in time. For example, I need to see estimates that were open prior to 7/1 regardless of their current status. Within the same set of results, I need to remove the estimates that were processed prior to 7/1.
I've tried using the system notes as my criteria, but I still get all the transactions back in my results. Any ideas and/or help would be greatly appreciated.
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