Basic Formatting In Notes (Bullet Lists, Bold, Underline, Italicize, Strike through, Indent, Hyperlink).
in progress
C
Chris Forsey
What:
When creating a note on a contact it would be really great to have the ability to add basic formatting like bullet lists, Indents, bold, underline, hyperlink, etc.
Why:
Allows us to use an Outline format to create more detailed notes that make sense.
Sometimes it's really helpful to add a link in notes when referencing something for example
Other Good Reasons I Stole From Expert Learners:
Some items of information just are more important than others.
Some items are subordinate to others, i.e., information tends to have a hierarchy that makes sense. The "look" of your notes should reflect that hierarchy.
Notes in which every line begins at the left margin are very difficult to decipher, review, and learn from
Bottom Line:
HighLevel is awesome, this would make it just a little bit more awesome.
P.s.How do you like the formatting of this idea description? See what I did there? ;-)
HIGHLVL-I-674
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A
Anton Mattli (PAG)
Regarding HYPERLINKS:
What REALLY needs to happen is that ALL fields that allow the entering of text AUTOMATICALLY create clickable hyperlinks whenever a user enters a URL. It works in Notes because each note is saved and then needs to be edited if one wants to make changes. In contrast, under "Contacts", fields are NOT showing clickable hyperlinks even after contact details/updates are saved. This is frankly inexcusable in 2025...
M
Matt Barbey
Multiple notes as documents editable within the cRM would be extremely helpful. This would be hugely helpful for the HIPPA version and patient/practice notes of health professionals, especially mental health and coaches.
J
Jordyn Gegg
Would also be good if you could reference your previous notes while typing new notes on a call.
P
Philipp Prepens
you can use these for now:
__________________________________________
<strong>Bold</strong>
<b>Another Bold</b>
<em>Italic</em>
<i>Another Italic</i>
<u>Underlined</u>
<sub>Subscript</sub>
<mark>Marked Text</mark>
<del>Deleted Text</del> (Strikethrough)
<q>Inline Quote</q>
this for preserving spaces/tabs (and its in monospace):
<pre>
Line 1
[add spaces or tabs here]Tabbed Line 2
Line 3
</pre>
(note: <pre> creates a slider if the line is too long)
S
Suzanne Lynch
Philipp Prepens - So now we're coding? Seriously! WTH! This is the most counterintuitive CRM I have ever used!
P
Pallavi Kothari
in progress
K
Keith Besherse
Pallavi Kothari, also task descriptions please. Thank you.
J
Juan Pablo Gaviria
It's incredible that after so long, this hasn't been implemented.
J
John Wiater
One of my top requests at the moment!
K
Keith Besherse
K
Keith Besherse
L
Lourens Swart
This is really needed. The notes is not ewasy to read without the formatting.
P
Pallavi Kothari
Merged in a post:
Format Options for Notes
G
Gian Fabella
Same as when composing an email, We think adding Formatting Options when creating notes such as the ability to bold notes will also be a game changer for the system. Thank you.
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