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Is it possible to pull over every note, email, phone call & task associated with a client to a quote at the end of each month?

Question asked by cdmeehan135 cdmeehan135 on Jun 17, 2014
I need to figure out a way to integrate our hourly billing in Sugar.  Is there a way to pull over each activity, call, email, etc. to a quote at the end of each month?

I am also having a hard time adding a date to the quoted line item section.  Any help would be greatly appreciated.

Thanks!

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