Automatic Internal notes stating email was sent for a Quote or Order
Last modified by David Muszynski on 2025/04/01 17:11
If you would like to have a timestamped note in the internal notes section, stating that a Quote or Order was emailed, you can turn this feature on for each workstation you want this active for by going to Admin>Workstation then under the setting tab click on either the Order or Quote button and place a Y in the Auto Create Internal Note Value.