For the Case V8.21.0 Release, targeted for September 26th, we're planning the following improvements.

• Enhancements: 

  • New Operations Table - Withhold Operations Feature 

Case V8.21.0 (Targeted for September 26th):

Withhold Operations Feature:

By toggling the line-item operations to "Withhold," those items will be marked as withheld. This action will prevent them from being exported to the DMS and will also stop them from appearing in the customer view of the estimate.