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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Included in Release
Created by Guest
Created on Oct 21, 2021

Export Notes with Rich Text formatting

For clients using notes with RTF, they need to be able to export those notes with the formatting. Specifically Excel spreadsheet tables that are pasted into notes. Without the formatting, text is jumbled and essentially unreadable.

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