How do you use these together?
When I create a quote, the header has a description, which for some reason populates the task description with text from the quote description templates.
If I add text to the quote description and task descriptions, both are printed under the field [description] when emailing or creating PDFs.
We’ve stopped using quote descriptions completely because of these issues, but are revisiting the decision. I’d really like to separate production and customer text, so I can give more targeted messages.
How do others manage this?