Formatted Details

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Formatted Details

This screen can create a formatted note that can be included in your printed details. This differs from the Job Details, which are included on the email document option and are in plain text format only.




The formatted details tab includes standard basic text formatting capabilities, including font and size selection, font style (bold, italic), bullets, justification, copying, paste and spelling, and a link to the CRM thesaurus.


The data can be included on your printed form, using the forms designer rich text object.