This exciting update allows you to enhance your notes and tasks with formatting tools like bold, italics, underlining, lists, and links. This makes your information clearer, more organized, and easier to read throughout the platform.
What’s New:
- Apply bold, italics, underline, and strikethrough.
- Use bulleted and numbered lists for better structure.
- Add hyperlinks directly within notes and descriptions.
- Use undo/redo for easy corrections.
- Paste from documents or emails with basic formatting intact.
- Enjoy consistent rendering across Contacts, Opportunities, Companies, and Dashboards.
Why it matters:
- Clarity: Keep your notes structured and easy to read.
- Collaboration: Ensure your team can quickly scan and understand the context.
- Efficiency: Format directly within Kraken Business Suite™, eliminating the need for external tools.
- Context: Embed links to supplementary documents or resources directly in your tasks.
How it works:
Open any note or task. In the Description field, you’ll see a formatting toolbar. Type or paste your content and apply formatting as needed. Save, and your rich text will display consistently.