UDF Value Appearance
When we're typing in the UDF sections; whether in contacts or accounts, it would be great if the breaks we enter would correspond with what is shown after the UDF is saved.
For instance, I use account UDF's to track RMD's. So mine might look like this:
2017 RMD amount for account = $***.xx
2017 RMDs total = $xxxx.xx
Total 2017 Distributions = $xxxx.xx
However, when I save and close the UDF, it doesn't read the same on the screen. The page breaks basically don't exist, so the note doesn't have lines where I want them to be. It would be nice to be able to see the page breaks (and even have formatting options), for UDF's.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Allow for UDF information to be "paragraphed" in order to read the info easier, rather than one long line of text.
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Leo O'Connor Jr commented
With UDFs currently, I have spacing to make a UDF clear but I find that is only possible to see that when in editing mode. By default when looking at the UDF everything is pushed together making it harder to read than it really was meant to be. I'd like to be able to hover over the UDF to see what the whole thing says with my formatting. This may be better to do that show the formatting in the window by default because for some it may take up too much room if they use lots of account level UDFs.
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Tim commented
Retain formatting in UDF's. Just like you have it for Important Information area in Know your Customer. So that the user can read the content in the software! Otherwise it is a huge blur.