Formatting Notes - CRM Tip of the Week

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Mitu100@
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Joined: Tue Jan 07, 2025 4:28 am

Formatting Notes - CRM Tip of the Week

Post by Mitu100@ »

We have deliberately decided to limit the range of functions of CentralStationCRM to the things that are really important in the day-to-day work of small and medium-sized companies. The more functions a system contains, the more complex and confusing it becomes, and this quickly leads to it no longer being used at all. For this reason, we also limit the notes to what is really important: namely the content. When you create a note for albania telegram screening a person or a company, you will not be shown numerous formatting options, as you would be familiar with from a Word document, for example, but only a text field in which you can type the content.

Nevertheless, we can understand that there are sometimes situations in which formatting notes makes sense. This can be the case if you want to underline or bold individual details in a long note so that your colleagues don't miss them.
Therefore, you have the option of formatting text in the notes, but you need to know how - and that's what we want to show you here.

To format text in your notes, you must enter a specific character before and after the word or sentence that you want to make bold or underlined, for example.
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