Another day, another platform limitation.
Please allow Rich Text fields to be available to My Portfolio.


Another day, another platform limitation.
Please allow Rich Text fields to be available to My Portfolio.
That should have said Rich Text “fields” - of course I can’t edit it.
That’s what I get for typing in a hurry 🤦🏼
+1 -- our teams leverage certain rich text fields on the Company and Relationship objects to provide key updates on accounts. It would be tremendously helpful if these field types were not only able to be pulled into My Portfolio on the Home view, but also editable there as well.
I imagine this wasn’t available when it was first deployed because Rich Text fields were not able to be inline edited (and Portfolio was the first place inline editing was available in GS).
However, it’s now 2025, inline editing is available in rich text fields (and it works great). IMO this should have been included in the GS Home 2.0 refresh that was launched recently.
This is a big miss.
Also
Made the change in the title & i’ve raised it internally as well
Hi
We will look into this.
Added it to our backlog and will evaluate and update the progress here
Thank you
Preethi
thank you both
Adding a plus one on this idea. Our team members would benefit from adding a general notes rich text field to the My Portfolio widget for quick reviews and updates.
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