Removing HTML language from meeting description in Custom Report
I have come across various cases that when a customer creates a Custom Report that includes the properties "meeting description" or "notes", the report shows the HTML value for those properties instead of the actual text that was input in the app for the properties.
At the moment, it looks like this is expected behavior but I can appreciate the value it would create for users by having the prorperties show the actual values instead of HTML language. Is it possible to include it in the product scope for advancements ?
I do not know if this is intended or just a bug, but we have generated a Dashboard where we show the "Note Body" property in the "Table Type" of Report, as showed in this image:
As it shows, html coding like "<p><span data-at-mention..." is showing, and this is quite uncomfortable when we want to see which are the latests notes that have been generated in this report.
I would suggest that the note body would only show plain text if possible.
I researched the internal resources and found that this is currently working as expected.
For context, the "Notes" field is a rich text field that can include pictures, lists, arbitrarily long text, etc., and it's all stored as HTML on the backend of the platfotm. In the rest of the app, wherever the notes are displayed, the HTML is rendered and the user sees a list, an image, etc. However, within the reports, we do not render HTML and instead fall back to just displaying the raw code like we are currently seeing here.
This behaviour has been raised by other users as well and it's been highlighted to our product team. However, I did not find a related idea post, therefore, I'm moving this thread to from the Community Forum to the Ideas Forum so that other users can vote on and comment on this particular matter. As a result, it will help the team better prioritize features that are having the greatest impact on our users.
Not sure how or why this as expected behavior is acceptable. Who wants to receive HTML in their notes when it's supposed to show as a string? This is creating yet another barrier between my ability to make HubSpot our central platform and sales team adoption as they can't rely on hubspot for reporting and it forces a duplication of efforts.
I'm trying to make a report from notes we added to our company record. It would be great if we could remove the HTML tags from the report so we just see the rich text or first 200 characters or something from the note body.
Please! I'm using meetings/notes across many companies and need to scale. I can't keep clicking into records one by one to get my aggregate view of activities complete with their details.
Agreed, removing the HTML tags is a needed update!
In my company we often have several colleagues attending a meeting with a customer and since a person cannot be at two places at the same time I want to give those that participates in a meeting not matter if they are the organizer or not, the credit.
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