'User notes' and 'Lead notes' features being too basic | Community
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Answered

'User notes' and 'Lead notes' features being too basic

  • June 24, 2022
  • 2 replies
  • 258 views

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Hi! Is there anyone else that finds the ‘User Notes’ or ‘Lead Notes’ too plain? We would love to leverage this feature, but it lacks any formatting options, hypertext links, etc. We don't use any CRM outside of Intercom and consider this feature very limited.

Would you find it useful if the feature was more advanced? 

Best answer by Justin M12

Hey @Lucia  and @Lisa B11 

This might be of help on how you can format notes on a user, lead or company record
 

 

2 replies

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  • Employee
  • 250 replies
  • June 28, 2022

Hey @lucia​ 👋

 

Definitely agree with you on this one, I too would like to see more features for notes within the UI. It's a great shout for a feature request over @Product Wishlist​ 🙌


Justin M12
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  • Active User
  • 12 replies
  • Answer
  • June 21, 2024

Hey @Lucia  and @Lisa B11 

This might be of help on how you can format notes on a user, lead or company record