Email Confirmation Notes. “Did I or did I not email that quote?” We recently added an option in the features tab (Settings -> Plan -> Features) that allows you to automatically generate a note whenever a Quote, Work Order or Invoice is emailed. The note is small and simple, containing the recipient’s address, subject, body of the email, and the date. It stores in your “notes” tab. It’s a simple way to keep track of what went where, and you can turn on this option at the bottom of your Features tab, here:
