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Pat Stanford

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  1. Link SO, Invoice & POs with a common value

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    18 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Pat Stanford supported this idea  · 
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    Pat Stanford commented  · 

    I agree that this is needed. I have an internal project number that needs to track across everything. A possible work around would be to have the Reference from the Quote flow to the SO flow to the PO flow to the Invoice. Right now I am constantly jumping back to copy/paste the reference information. And looking bad when I forget.

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