Re: On Estimate form, why does the 'Internal Memo' get published on the email copy that gets sent to customers?Think about it for a second .. it says *Internal*. Why?!
I created a sample estimate and tested out the "Internal Memo". Turns out, your "Internal Memo" isn't very internal. I've circled the "*Internal * or *External Memo*" in the body of the email sent to clients.
Could someone please get back to me about why an Internal Memo is being published in the body of the email being sent to clients? Needless to say, this is a major problem.
Re: On Estimate form, why does the 'Internal Memo' get published on the email copy that gets sent...
Thank you for trying to help. I followed the steps and found the public box unchecked.
Please see screenshot of my finding.
I found a work-around but it's not one that I like. There's two options for contents of the Estimate email:
Detail view - includes the estimate details in the body of the email as well as an attached file. This option *does* in fact display the internal memo even if the public box is unchecked as you suggested. This has to be a defect.
Summary view - only includes the dollar amount of the estimate in the body of the email and the estimate breakdown details are included as an attachment. The Internal Memo field contents are *not* displayed in the body of the email with this option.
If there's anything else I ought to try, please let me know.