George4Tacks
Level 15
12-07-2019
11:57 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You can suppress Organizer in Screen 3 - Organizer Miscellaneous
I do not know of any way of automatically suppressing proforma. I would use a distinctive client numbering for testing - such as TESTXXXX or PROJXXXX as the client number so that they would be easy to sort out when you finally do the proforma. I would hold off as long as possible on doing the proforma to allow updates to fix the inevitable OOPS!
Answers are easy. Questions are hard!