hi team, posting this idea on behalf of my customer:
At present, it is not possible to customise our notes section within Tasks to include any Tables and when we copy and paste the tables over from Word, the formatting is not consistent.
Being able to add a table like this to Task notes, ensure consistency and standardisation across all tasks we create and also enables our data to appear in much more structured way.
Ideally, we are hoping to have a table like this:
| First Name | |
|---|---|
| Last Name | |
| Email Address | |
| Name of property |
be added to our tasks notes so that when a rep opens up a ticket they will know exaclty what information they need to fill out.
Thanks team ![]()
