Toggle for HTML or Plain Text format on notes against deals. Or allow export for notes in HTML.
JosephG
Member Posts: 3 VERIFIED MEMBER
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations.
In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.
Be nice if this was an option we could edit to suit our needs? There is the option to paste in Plain Text into the notes field at point of entry but staff forget this or have habits that are hard to change.
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Was there ever a response to this request? We have similar issue and it is a costly waste of time to edit before sharing with clients.
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