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Oh great! Thank you for sharing. 

Hi @LindaSV did you ever find the solution to this? I would be curious about what is was.

I do agree that chat is a poor tool to utilize to fix issues. The problem is never solved in my experience and just gets escalated to another department. I typically get a better response through emailing the support email. I clear my cache and put i...

Yes, I agree with @DWasicek. If you make the price book filter task an add-on to the membership task, the filters should also show up on future renewal invoices automatically.

From what I understand, it does not matter what business unit or job type is selected. It just needs to have the required fields for some reason. The sold by and other details can be edited once the estimate is created. I have only seen this way of c...