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Anonymous
Not applicable

Set up categories in Products and Services

Good morning,

I have created a custom estimate, and when I set it as my default, it does not allow me to enter the product/ service info, that column filed is not visible. When I open the custom estimate to edit, I can see it, when I select Create new estimate, the filed is missing. When the estimate is invoiced it all goes to one sales account. How can I make this field show up in my estimates?

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