Join and tweak templates
I am looking to join and tweak both the Estimates template and the Invoice template. Now they both have Customer and product tabs, so in essence I want to add the Estimate template portion to the Invoicing template. How do i achieve this so I can have one customer data base and really one file maker pro file with all my selections?
Right now I was running them as two, but when I import my customer info from the estimates to the invoice, I run into a little problem. When i start a new invoice, the customer selection dialogue box comes up and customers that were added before I add a new one and import are duplicated in this menu. If I add a new customer and import again, there are now 3 entries for the first customer.
I am pulling my hair out trying to figure out how to merge these into one file.