When we send a document to a client – Quote, Delivery Note, Invoice – they receive an email with the document, where they can ACCEPT or REJECT it, or leave a comment on it. We can track the status of this document on the page of the sent document.
If we want to see specifically when and what has been sent to a particular contact, we can go to the same list and use the filters to write that client's name.
In the client's profile, we have the NOTES tab where we can see the full history of interactions with the client. We can also add comments in this same tab.
