I feel like I’m missing something obvious. How can I make an Advanced PDF/HTML template without associating it with a Saved Search? It’s just going to be a template for printing Sales Orders.
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Eric Shouler
06/08/2021, 10:41 PM
Find the standard Sales Order PDF from the list of forms and select customize.
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jen
06/08/2021, 10:54 PM
weird that you cannot use the new Template button.