How do I see the Personal Note that a customer add during the quote process?

Benjamin & Robyn Hughes shared this question 5 years ago
Answered

I'm trying to figure out how to see the Personal Note that a customer adds when going through the quote process.


Thanks!

Ben

Best Answer
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The personal note section only appears when you (the admin) are logged in and you go to the quote page. When a customer goes to the quote page they do not see it.


The idea is that you can type in a note, then if you click Email Quote at the bottom, it will email the quote to the customer with your note in the email.

Comments (3)

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The personal note section only appears when you (the admin) are logged in and you go to the quote page. When a customer goes to the quote page they do not see it.


The idea is that you can type in a note, then if you click Email Quote at the bottom, it will email the quote to the customer with your note in the email.

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Ahh... Got it. Is there a way to add a memo field to the quote page for the customer to enter any additional comments that they want us to see?

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Thanks, I'll try to use Support sytem in the future. You guys rock!!