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AccountRight

Quote Activity in Account Right Plus

Partner

17Posts

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17 Posts
Partner
Australia
New
New

I have a new client who issues quotes and asks for a Purchase order to attach before processing an invoice. I have a couple of Customers who have not as yet replied so wanted to check in the activity on the quote to see if a purchase order was asked for in the original email sent from MYOB but Quotes do not allow you to view previous activity or notes that have been added.

 

Is this something that can be resolved? At the moment you can see activity on invoices but it is important to see this on quotes that have been sent as well. I presume I will have to print the quote and scan and email to the client so that i can follow up on the email at this stage... This is not a good option as it is time consuming and not professional.