Reports that support the new Rich Text Editor | Access The Formatting Options | Options | Font Options | Resources

NOTE: As of the September update, this feature is currently in Labs for you to enable and test. Please message your Account Manager with any questions or feedback.

We have enhanced the Text Area fields across various parts of the system. This allows for greater control of the look of your text, along with more compatibility across browsers, and includes better support for images and pasting text from other applications.

Reports that support the new Rich Text Editor

Project Conversations
Client Conversations
Project Settings (Job Jacket)
Project Request Forms
Spec Sheets
Print To Do Board

Formatting of the text should hold true when emailed or printed.

NOTE: Typically in CHROME/Google Gmail, you will see the message, "Display images below or Always display images". One or the other choice will need to be clicked before images will be shown.

Cutting and pasting formatting from different applications should paste in properly.

NOTE: Depending on your OS and the application you are copying from, you may need to use "Paste and Match Style".

Application names you should be able to successfully Copy/Paste from:

Outlook
Mail on the Mac
Web emails
- Exchange 365
- Gmail
- Hotmail
- Yahoo
Web pages
Word
Excel

Access The Formatting Options

Click on the Blue Square with the Underline A in it.

Then, the additional formatting options will appear.

Options

Images

You can now drag and drop image(s) into the Conversation form.

Or, use the + sign in the option to add an image where your cursor is.

NOTES:

Currently only supported in Project Conversations (a future monthly release will push into the Sales Notes/Emails).
Inline images are stored as attachments.

Snippet

A snippet is a brief piece of text that is displayed differently from the standard body of text in the paragraph. It could be used to highlight or bring attention to something.

Code - refers to any syntax or markup that may be used in a particular programming language. For example, javascript, html, python, etc. Using code will maintain its syntactical formatting.

Quote - is used to highlight a particular phrase or statement made by someone else

Preformat - lets you maintain and display the original line breaks and spacing that you inserted into the text. NOTE: this only applies to standard text and not images.