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Old 02-27-2017, 12:25 PM
nweil@cyca.org nweil@cyca.org is offline
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Join Date: Jun 2016
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Split Customer Activity into Multiple Jobs

I need to retroactively move Estimates, Invoices and Payments from the main Customer listing into multiple Job sub-listings. How can I do this without deleting and re-entering many transactions?
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Old 02-28-2017, 04:31 AM
Rustler Rustler is offline
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Join Date: Feb 2008
Location: Texas - The Republic
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Open the customer center
each estimate can be dragged left or right and up down the listing as needed
click an estimate, insure it left justified (drag it left and release the mouse button)
drag it down below the job you want to assign it to, release the mouse
drag it right release the mouse

it is now a sub job
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