Sending Quotes, invoices, etc. & adding new client
Hi guys, I was sending a quote to a client and wrote the entire note, but decided to add another person to send the quote to. In doing so, it prompts you to add the new client, however, once you do that, it goes back to the message page, but deletes everything I wrote and shows the default message. ACK!
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Comments1
Jacqui Angelo
Aug 21, 2025
I agree, this needs to be fixed so I don’t lose what I’ve already written! Thank you