Product Update: Notes Formatting

Notes in the CRM are a feature virtually every customer I’ve ever worked with uses. I know I personally use notes more frequently than almost any other feature in the CRM. Since this is something we know you’re probably using a lot, we wanted to elevate that experience while retaining the simplicity of our note-taking system.

So next time you go to take a note, you’ll notice some new options to make it easier to keep your notes organized. You can now bold, italicize, and underline your notes for emphasis. You can also use the strikethrough option and add links to your notes. You can even highlight your notes! There are buttons you can click to do this, or feel free to use your regular keyboard shortcuts for these options.

Help your future self by making your notes clear and easy to read with bullet points, numbered lists, and line breaks.

You can even highlight notes and direct quotes from your contacts.

As a bonus, if you are familiar with markdown editing, you can also use markdown syntax to add headings, create linebreaks, and more. Take a look at our help article for tips on using markdown syntax and keyboard shortcuts with your notes.

We hope this improvement to notes make your day-to-day experience of the CRM more enjoyable and productive.