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wjruiz
Level 1

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

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Solved
Best answer November 15, 2018

Best Answers
JamesDuanT
Moderator

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

Hello wjruiz,

 

We're unable to view the activities of a sent estimate. The Activity Log section is currently available on the sent invoices only.

 

I like the idea of adding the Activity Log section to the sent estimates, too. I'd recommend sending your suggestion to our Product Development Team. You can click the Gear icon and select Feedback.

 

If you need anything else, feel free to let me know.

View solution in original post

2 Comments
JamesDuanT
Moderator

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

Hello wjruiz,

 

We're unable to view the activities of a sent estimate. The Activity Log section is currently available on the sent invoices only.

 

I like the idea of adding the Activity Log section to the sent estimates, too. I'd recommend sending your suggestion to our Product Development Team. You can click the Gear icon and select Feedback.

 

If you need anything else, feel free to let me know.

View solution in original post

Kimly
Level 1

Is there a way to see an activity log when you send a estimate. just to make sure the customer receive and had open an estimate

And that is the reason we switched programs, without knowing if the estimate reached the customer and  whether they have viewed it contributes to lost jobs, wave shows us when a customer views both an invoice or estimate. too bad quick books can't get it done, will stay away and hope your program catches up.

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