Note Field

Availability: Editing options have been available since eWay-CRM 5.4.3.

The Note field is a general field that is available for all items in eWay-CRM. You can add notes to any of your records or find other ways to use this field. The field is fundamental for journal entries, where you can record any ideas, notes, or other text; it is also important for emails, tasks, and other modules.

The specificity of this field is that text in the Note field can be formatted and well-arranged. This field is not limited by the number of characters.

Formatted text is converted into Markdown format. The Markdown format allows the use of basic formatting. The Note field in eWay-CRM Desktop works as a WYSIWYG editor; however, upon saving, the content is converted into Markdown. Due to Markdown’s limitations, some formatting may be lost during this conversion.

Just click on the Note field, and you will see a new tool in the text fields, so you can edit the text in the field as you need:

Sections in the Ribbon	Options
History	You can Undo or Redo changes in the note text.
Print Note	The note itself can be printed, or you can see its print preview at first.
Clipboard	Standard paste, cut, and copy functions.
Font	Basic text formatting (bold, italic, strikethrough, etc.).
Paragraph	Basic paragraph formatting (lists, indent, etc.). Bullet lists can have at least three levels.
Styles	Prepared styles can format text.
Editing	Search or replace words in the note text.
Insert	Insert hyperlink or symbol.
Zoom	Set the zoom of the text.

Automatic Formatting

Some text is automatically formatted:

Typed Text	Automatic Format
Web link (e.g. www.domain.com or https://domain.com, etc.)	Text automatically transforms into a clickable link that opens a written web address.
Email address (e.g., [email protected])	Text is automatically transformed into a clickable link that opens an email client.
"* " (asterisk and space)	The bullet list is made.
"1. " (one, dot, and space)	The first row of the numeric list is made.