Internal Notes on NSE Estimates
No longer have the option to put an internal note for estimates.
Anonymous
shared this idea
We're happy to report that internal notes are now available for NSE (New Sales Experience) Estimates! You can add them on the left side menu under the list of pages when editing an estimate.
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Lea Almagno
commented
This would be very helpful because they have use-cases where they have multiple estimates and need to differentiate between them.
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Peter Fiedziukiewicz commented
Please add this i think its a no brainer its important for internal clarity.
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Anonymous
commented
the UI shows internal notes available for estimates but they are not built into NSE yet, requesting that this be implemented
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Cheryl Morris
commented
We are really missing this function. It's a searchable field in the Classic Reports so now some of our reports have no data. It's also a field that syncs with QuickBooks.
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Tyler Gorman commented
The internal notes are critical. Please get on this!
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Bradley DUNN commented
Integrating internal notes into NSE
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Cassy Mahan commented
In the Legacy estimate I can add an internal note and it show up on my financials page. We really need that feature so that we can see that on the financials page.
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Anonymous commented
Ability to add internal notes to NSE quotes
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Greg
commented
Would like to add Internal Notes back into NSE
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Zak Kaufman
commented
would like the ability to add internal notes to NSE estimates
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Chad
commented
Being able to add an internal note quickly visible on the Financials screen would be helpful. Makes it easy to see what each estimate within a Job is for, based on, special notes, etc.
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Leo Gottgens
commented
Customer loves the internal notes functionality of legacy estimates and would greatly value the addition of this functionality to NSE quotes.