Thanks for the report info. I have created a saved report. I'm wondering though about the Job Status field on the Customer/Job record. It allows us to indicate ...

We are experimenting with using the Sales Order as a way to show that an estimate has been accepted. Then we know to follow up on those without a Sales Order to...

We thought we would use the Sales Order as a way of showing that an Estimate was approved so we would easily see what estimates were a go and which ones needed ...