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WCFireSafety
Level 1

How do I setup email notification when a new note is added to a customer?

 
1 Comment 1
CamelleT
QuickBooks Team

How do I setup email notification when a new note is added to a customer?

Effective communication is essential in any business, especially when managing customer relationships. I'll share insights about the availability of setting up email notifications when adding a new note to a customer in QuickBooks Online (QBO), FireSafety.

 

At this time, I suggest sending your recommendation about the ability to configure email notices when adding new notes to a customer profile or invoice to our product engineers since this functionality is currently unavailable. Here's how:

 

  1. Click the Gear icon and choose Feedback.

    gear icon-feedback.png

  2. Enter your comments or product requests. Then, hit Next to submit.

    enter feedback-next.png



Please know that our team is dedicated to reviewing every submission we receive. Rest assured that your thoughts on the matter will not go unheard. We believe these are essential to make QuickBooks a better experience for everyone. If you have other questions about managing customer-related tasks in QBO, comment below, and I'll get back to you, FireSafety.

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