Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.
more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing
Anonymous
shared this idea
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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Lauren Hollenkamp
commented
I'm curious if there is any update to this as well. I have been tasked with creating Workflows for our firm and the lack of formatting options and the inability to timestamp a note/activity is beyond archaic.
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Lucas Gagne
commented
Was there ever any discussion on this? The font capabilities in Redtail are from the 90s. I am yet to see a suggestion make it past the voting stage.
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jillian rodgers
commented
In the CRM besides the heading presets for changing font size add actual fonts and font sizes under preferences for broadcast emails. Or at least allow user to maintain formatting from copying and pasting from word.