Wow, this was very helpful, THANK YOU :slightly_smiling_face:
One issue I have is that occasionally, in line details, there can be two “line #'s” and this automation Combines both of them into one. Is there a way to either
- duplicate each record in “line detail” under that customer/record and edit the duplicates, or
- prevent whats happening?
Looking at this table more closely, some things need to be cleaned up, if your a pro at this, maybe we can do a consult and you can help me clean this up, I will pay for yoru time