We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.
