At the moment, Estimates are brought through from Dimensions as Sales Orders, this affects Sales Order stats and makes it difficult to see what customers have bought previously.
This has been added in the latest version of Automation Manager (8.0.21.0). Please refer to the following guide to upgrade your installation:
https://docs.prospect365.com/en/articles/9027447-upgrading-automation-manager
This has been added in the latest version of Automation Manager (8.0.21.0). Please refer to the following guide to upgrade your installation:
https://docs.prospect365.com/en/articles/9027447-upgrading-automation-manager