Do not auto-link 'Customer' when making Estimate for a Job
When making an estimate for a job, it auto links it to the parent customer(contact). And then when you are actually looking into any job inside that parent customer (Contact), it shows all the estimates inside it and not just the one which is relevant to the job. This defeats the purpose of having this customer - sub customer relationship.
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Aditya Dharod
shared this idea
All you need to do is go to the Contact’s Financials tab and uncheck the “Related” checkbox so those estimates don’t show up on your contacts. This checkbox is a per-user checkbox, so each user on your account that doesn’t want to see the estimates on the contact should uncheck it. Once you uncheck it on one contact, it will remain unchecked for all contacts until you re-check it.
Enjoy!