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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.
Can someone explain how to get a Company List by Trade? The KB says, " display a list of all contacts in the Address Book database, according to contact type". Then it lists those -Search By- Categories. One of them is 'By Trade'. I can't find a way to…
This is my #1 search function. Has anybody discovered it's location? It was prominent in Pervasive, but is hidden or has been removed in sql. Jumping back to Pervasive is not going to work forever. Thanks.
Delete Person in the Address Book? Anyone been successful in deleting a Person from the AB in SQL? Apparently it can be done. However in practice....? Follow this LINK to the KB article.
I am wondering how I can make a Project Directory Report for each project sorted by cost code and having all subcontractor's information. I am assuming it pulls from the job set up screen but I am not sure how to do that.
Is there a way for Sage 300 CRE to have multiple billing addresses for one customer? We have seen this in other accounting programs where there is either a "parent-child" relationship or "sub customers" under one main customer. If not, how can we submit…