Structured Internal Note - Setup and Usage

How to Enable:

1.Go to Quote / Sales Order from the main navigation.

2.Click on Quote Options.

3.Under the General Tab, tick the checkbox for:

    ✅ Structured Internal Note

Where You Can Use Structured Notes:

•Quotations

•Sales Orders

•Job Cards

What It Does:

•Allows entry of internal notes that:

•Are automatically date-stamped

•Include the employee’s name who created the note

Helps track internal communication per document.

Where It Appears:

In the Quote Detail form

✅ Use Case: Keeps a clean, time-stamped audit of all internal remarks related to a specific job, quote, or sales order.