More Note Formatting Options

It would be helpful to have more control over the Notes.  

  1. Have Strike Through as an option
  2. Font color options
  3. Ability to create a Template for Notes
  4. Ability to Tab 
  5. Ability to create a Check List 
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Comments

  • Nicki Kane
    Nicki Kane Posts: 53
    Second Anniversary Photogenic
    edited February 25 #2

    Hi Laurie,

    as a workaround for the template and possibly checklist ideas you might like to check out textexpander- I save HEAPS of time with those sorts of things!

  • Laurie_58144
    Laurie_58144 Posts: 18
    First Anniversary Photogenic
    edited December 2021 #3

    Hi Laurie,

    as a workaround for the template and possibly checklist ideas you might like to check out textexpander- I save HEAPS of time with those sorts of things!

    Thank you I will check them out. 

  • Laurie_58144
    Laurie_58144 Posts: 18
    First Anniversary Photogenic
    edited January 6 #4

    Hi Laurie,

    as a workaround for the template and possibly checklist ideas you might like to check out textexpander- I save HEAPS of time with those sorts of things!

    Textexpander does not work in Pipedrive Notes. If anyone has had success with this please let me know.

    I would love to have a strikethrough to indicate a change in shipping date or delivery date.

  • Nicki Kane
    Nicki Kane Posts: 53
    Second Anniversary Photogenic
    edited January 7 #5

    Hi Laurie,

    as a workaround for the template and possibly checklist ideas you might like to check out textexpander- I save HEAPS of time with those sorts of things!

    Hey Laurie, I just checked and on my system (windows) I have no problems with textexpander expending even my most complex snippets- sorry to hear it's not working for you. 

    I can't remember if pipedrive docs is a paid add on or not but it definitely has the strikethrough option in it- perhaps that could help you?