Using Rich Text Formatting in Notes and Tasks
Enhance Your Notes and Tasks with Rich Text Formatting
Rich Text for Notes and Task Descriptions allows you and your team to format text within the CRM using tools like bold, italics, lists, and hyperlinks. This makes important information stand out and improves overall readability, helping your team act on information more quickly and accurately.
What is Rich Text Formatting?
Rich Text Formatting provides a simple set of tools to style the text in your notes and task descriptions. You can emphasize key points, organize information with lists, and add clickable links to external resources, all directly within the CRM interface.
Key Benefits
- Improved Clarity: Highlight critical details so teammates can quickly scan and understand notes.
- Consistent Appearance: Your formatted text will look the same whether viewed in Contacts, Opportunities, Companies, Conversations, or Calendars.
- Increased Efficiency: Apply formatting and insert links without needing to switch to another application.
- Better Collaboration: Structured notes with clear action items improve handoffs between team members.
Available Formatting Tools
When you click into a note or task description field, a formatting toolbar will appear. This toolbar gives you access to the following options:
- Text Styles: Bold, Italic, Underline, and Strikethrough.
- Lists: Create bulleted lists for general items and numbered lists for sequential steps.
- Hyperlinks: Turn text into a clickable link to an external webpage or resource.
- Edit Actions: Undo and Redo buttons to correct mistakes.
How to Add a Hyperlink
- Select the text you wish to turn into a link.
- Click the Link icon in the formatting toolbar.
- Paste or type the full URL into the dialog box that appears.
- Confirm the link. The text will now be clickable wherever the note or task is displayed.
Where Formatting Appears
The rich text formatting you apply will be visible consistently across the CRM platform, including in Contact records, Opportunity details, Company profiles, Conversation threads, and Calendar events.
Limitations and Expectations
This feature is designed for lightweight, text-based formatting to ensure consistency and performance.
- Not Supported: Images, tables, custom text colors, text alignment, code blocks, and checkbox-style lists cannot be added to notes or task descriptions.
- Pasting Content: When pasting text from other applications, basic formatting like bold and lists may be preserved, but complex layouts will be simplified.
- Mobile Editing: The full formatting toolbar is optimized for the desktop/web application. On mobile devices, formatting will be displayed for viewing, but editing is best performed on a desktop.
Frequently Asked Questions
Does this change how notes are stored or exported?
The formatting is primarily for on-screen display. When exporting data, the content may be simplified to plain text. Always review an export to ensure it meets your needs.
Can I add images or tables to my notes?
No. The feature supports text formatting, lists, and links only.
Are clicks on hyperlinks tracked?
No, hyperlinks are for navigation purposes only and are not tracked by the CRM.
Has the public API changed with this feature?
No, this release does not introduce any changes to the public API.