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Hi Michelle, You are correct. For every time changes/edit happened there will be a field to record the version or just update the estimate/quote number. For example: Estimate 1 and then edit the estimate, the estimate number updated Estimate Rev. 1.0, Estimate Rev. 1.1 and so on. The changes fields later on I could track…
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Hi Emilia, Is your reference could generate based on how much revenue that department has? I am thinking should be using dynamic allocation. Thanks.