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Jef Vanlaer
Helper ⭐️⭐️⭐️
January 27, 2023
New Idea

Format awareness & preservation when copying from other tools

Related products:CS Timeline & Activity Tracking
  • January 27, 2023
  • 2 replies
  • 59 views

if you take notes in another tool (mac notes app, word, even notepad)... tabs, whitespace, bullets, numbers, indentation, etc all get jacked up when copy pasting into gainsight timeline. so maybe a feature request for better "format awareness & preservation when copying from notepad or rich text format applications for easier copy & paste"

 

==> this is a big frustration for many of our CSMs. Would greatly make their lives easier if formatting is preserved when copying from another tool.

2 replies

Contributor ⭐️⭐️
March 4, 2025

Our users have echoed this same frustration. I understand this is two products (Word and Gainsight) colliding here, but if it’s possible to strip out some of the Word specific syntax and keep the general formatting of the notes that have been copied from Word, it would be awesome!

Contributor ⭐️
March 4, 2025

This is still a BIG need, even 2 years later…

 

The Text Editor STILL does not play well when copying & pasting notes that are taken outside of GS. I often use MS Word webapp for meeting notes for the client and I leverage bullets/formatting there. I then c/p those notes into GS and the resulting text does not match what I pasted into it. It removes bullets and changes the fonts and sizing sometimes. I then have to spend additional time reformatting everything.