Basic Formatting In Notes (Bullet Lists, Bold, Underline, Italicize, Strike through, Indent, Hyperlink). | Voters

Basic Formatting In Notes (Bullet Lists, Bold, Underline, Italicize, Strike through, Indent, Hyperlink).

complete

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

October 6, 2019

Pallavi Kothari

marked this post as

complete

This feature is now live on Labs
Please test it out and share your feedback
Thanks!!

Scott Heliker

Pallavi Kothari Is this on all accounts? I do not see it in my labs yet? Also will this same HTML work when sending the note in throug the API? Thanks.

Keith Besherse

Pallavi Kothari awesome

Alicia Stanhope

Scott Heliker Did you check your agency labs it's usually in the agency settings first

Juan Pablo Gaviria

Pallavi Kothari I Cant see it on my Labs Agency or sub accounts

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...

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.

Jordyn Gegg

Would also be good if you could reference your previous notes while typing new notes on a call.

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)