The Rich text editor in vtiger CRM is more than just a tool for styling, it is an important feature that enhances communication. Rich text editor is also known as WYSIWYG HTML editor.
Using a rich text editor in vtiger, you can convert your text area to a rich text field and change the existing field into rich text.
A rich text editor in vtiger is a productivity asset that makes CRM management easier, more organized, and more effective. It helps translate text content into styled content.
Rich text editor features provide options like styling changes in typeface, color, font size, etc
you can also have options to edit paragraph alignment, and add bullet points, page breaks, etc it also has a dragging feature.
Major features of Rich Text editor in Vtiger
It allows you to use all its features without coding knowledge or coding skills. It is a user-friendly platform that helps the business to streamline their CRM functionality.
- text formatting – bolding, italics, underline
Makes important details stand out, allowing team members to quickly identify priorities, deadlines, or instructions, which improves readability and reduces the chances of missed information.
- Heading and subheadings
Add headings and subheadings using a rich text editor can make the content more structured and understandable. It also increases the readability.
- Bullet points
organized lists improve CRM functionality. Bullet points eliminate misunderstanding and one can understand the content at a single glance without reading lengthy paragraphs.
- Tables
Visual data arrangements, such as tables, allow users to compare information 2.5 times more effectively than when presented in linear text.
- Text color and highlights
It makes easy to visually categorize the content. can organize tasks according to their priority and it will reduce the time spent on finding important points. Color-coded text segments help differentiate between types of information, such as urgent tasks versus general notes.
- Image upload
uploading images with a rich text editor allows for clarifying the complex data and their understanding of the content.
- Align text right, center, left, custom
Align option helps in structuring the data and thereby increasing its readability and understandability. it also gives a professional appearance to all data.
Conclusion
these features are more than just text editing they improve the CRM functionality by structuring CRM data, improving communication quality, increasing productivity, and also providing consistency.
Watch Video
Learn how to format and style your text easily with the Rich Text Editor in Vtiger. Watch the tutorial below.
