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Saved search of all open estimates, wanting a "created by" column

edited Jun 2, 2025 2:41PM in Ask A Guru 7 comments

We don't use the customer rep field. Plus, even if we did, one employee could make a estimate for another employee's company that they are a rep for.

I'm just wanting "who created each estimate". What field can I pull that from? I didn't see a way to do it from System notes.

-Tom

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