Document Template/Creation (PDF)
First off, loving the document/pdf creation function. Has opened some new areas of opportunity in a few tables. One thing I am having trouble with, maybe a setting/enablement I am overlooking , but ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendMy suggestion is to have the users do their report filtering and then go into Grid Edit to populate a checkbox column. You can cheeck box the first box on the first record and then right click the column heading to fill down. Then have a Document template setup to just include the checkboxed rows.
Mark, I appreciate the feedback. However, this was incorrectly suggested to me by QB Support since they didn't realize that it was not included in my org's "plan."