+4
Under review

WYSIWYG for Client and Internal Notes

Sancho Leath 6 months ago in Home Portal / Smart Projects updated 6 months ago 2

There was talk to have this feature implemented for 8.2 and then 8.3. For which version is it currently planned?

Besides formatting tools to differentiate and highlight important pieces of information in these notes fields, having active hyperlink that are clickable in the notes fields would be very practical.

Answer

-3
Answer
Under review

Hi Sancho. In XTRF 8.1 we introduced clickable links for Client Notes (Client Portal) and Instructions from PM (Vendor Portal). There are no plans for the nearest future to introduce a WYSIWYG editor for the notes fields or formatting by means of markdown (although it was in our plans some time ago, indeed).

Here's a related discussion on Product Development Ideas forum - I can see you already "liked" it and posted your comment.

https://xtrf.userecho.com/communities/1/topics/976-format-internal-and-customer-notes-in-quotes

-3
Answer
Under review

Hi Sancho. In XTRF 8.1 we introduced clickable links for Client Notes (Client Portal) and Instructions from PM (Vendor Portal). There are no plans for the nearest future to introduce a WYSIWYG editor for the notes fields or formatting by means of markdown (although it was in our plans some time ago, indeed).

Here's a related discussion on Product Development Ideas forum - I can see you already "liked" it and posted your comment.

https://xtrf.userecho.com/communities/1/topics/976-format-internal-and-customer-notes-in-quotes

+1

Thanks for getting back to me on this. Of course, this is disappointing because it sounded like it was already worked on. Could you at least make hyperlinks in the Internal Notes clickable? Adding the link feature in Files is definitely nice, but at times the PMs will post links in the Internal Notes that really should not have to be copied and pasted into a browser ... as they are already working in a browser. How about a consolation prize?