Hi,
Is there any way to spice up sales notes with different fonts and/or colors? We found that notes are not being read despite being made "required" in performance setup. Some notes are updated through stored procedures and others are entered manually.
Thanks in advance for any creative suggestions.
Jeri
I don't believe we can apply fonts/colors/etc to text in note fields. At our org we felt a similar need to attract attention to them, however, and in our case we went with differently colored custom alert flags that appear in the constituent header, e.g. a bad primary postal address causes a red flag to appear, an urgent CSI of a particular type triggers a blue flag, etc.
Please e-mail for more details.