Quote Notes are a way for you to track the progress of a quote through the process. There are two types of notes:
The Miva admin automatically adds notes to an order when the following actions occur:
This gives you a step by step view of what has happened with the quote.
Private notes are a good way for your sales team, or customer service team, to track customer contact, requests and other information, so your teams are on the same page.
To view the notes attached to a quote, click on the “Notes” link from the View Quote screen. A dialog box showing the steps displays.
A customer is able to send a note in the request field of the quote page when they access it.