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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Entering a User Note to a Quote can the note carry to a Sales Order?

edited Jun 2, 2025 2:49PM in Ask A Guru 2 comments

When you drop a file onto a Quote it shows in communication when the Quote converts to a Sales Order. However, when you enter a user note the note does not carry to the sales order. Is there a way to allow this information to follow the order?

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