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To set up the notes the first time for Quotes.
On the main navigation Tabs; click on Quote / Sales Order, then click on Quote Options, then tick the tick box next to Structured Internal Note in the General Tab.
You can now make internal notes that are structured like a message in Sales Orders, Job cards and Quotations.
The notes are recorded in Smart iT with the date and person who created them, so you can track each message on that job / quote sales order.
See also: https://blog.smart-it.co.za/1243-structured-internal-notes#more-1243
Keywords: Quote Internal Note
