When a customer agrees to a quote they sometimes add notes. How so I re-access these notes once I’ve opened the notification. I can’t see any way of accessing the notes left?
Thanks, Eddie
When a customer agrees to a quote they sometimes add notes. How so I re-access these notes once I’ve opened the notification. I can’t see any way of accessing the notes left?
Thanks, Eddie
Hi @EWP
Currently this is saved as an internal message (Account Settings >> Tools >> My Messages), and also included in the acceptance email we send to the specified address or account admin (depends on your settings).
However, I have asked for this to be recorded in the notes section of the estimate too, as I think this could be clearer.
Thanks Mathew, found it.
This topic was automatically closed after 7 days. New replies are no longer allowed.