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Vote

Show Customer/Internal Notes on Create Quote/Order Pages

We feel that it would be good if customer notes that have been added to a customers account are displayed on the "create a quote" or "create an order" page. This information should be visible to us whilst making the quote/order but not displayed to the customer. Therefore we would know if an internal note has been placed on a customers account when creating a quote or order from the same page.

By Benjamin Dawson on 15 February 2019Business Hub ideas Submitted