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Jef Vanlaer
Jef Vanlaer
Helper ⭐️⭐️⭐️
June 18, 2021

Add rich text field to activity type

  • June 18, 2021
  • 2 replies
  • 93 views

To capture answers to specific recurrent questions, I'd like to add a rich text field (such as the notes section) to the Meeting activity type. Currently, I can add a customer text field, but it is very small to capture longer responses.

    2 replies

    Chirag
    Chirag
    Helper ⭐️
    June 21, 2021

    @Jef Vanlaer any specific use case why the notes section rich text area won’t work and you need an extra field?

      Jef Vanlaer
      Jef VanlaerAuthor
      Helper ⭐️⭐️⭐️
      June 28, 2021

      @Chirag There's a specific question on customer priorities we would like our CSM's to ask in as many meetings as possible. To easily capture responses to this question (which can be quite long) and report on them, it seemed most suitable to create an additional field on the Meeting activity (I actually created a new activity as this question is only relevant for one of our Relationship types).

      Capturing the replies to this question in the notes section as part of the meeting notes would not provide a way to get an easy overview of the replies to this question over, e.g., the last 3 months.

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