Introduction

Rich text editor allows you to format your vTiger CRM data. The rich text editor gives you 2 options: You can enable rich text editing features for fields ( HTML fields )in a module or you can create a new text area with rich text editing features.

Option 1 Enabling Rich Text Editor for existing fields in a module

STEP-1 Accessing Rich Text Editor

• Log into your vTiger CRM
  
• Go to settings and CRM settings
  
• navigate to other settings
  
• select JB Rich text editor

STEP -2 Enabling Rich Text Editor

• Click the Add new button in the top right corner
  

• Choose the module from the drop-down bar
  
• Select the field
  
• click save

STEP -3 Testing and Verifying

• Navigate to dashboard
  
• select the module where you enabled Rich Text Editing
  
• Click on Add New Record

• Fill out the mandatory fields and Locate the field with rich text editing enabled.
  
• fill out the content and start editing.
  
• and click save
  
• go to detail view and verify the edits

Option 2 Creating a New Text Area field

STEP-1 Accessing Rich Text Editor

• Log into your vTiger CRM
  
• Go to settings and CRM settings
  
• navigate to other settings
  
• select JB Rich text editor

STEP-2 Creating a new text area field

• Click the Add New button
  
• Select Create a New Text Area field
  
• Select a module from the drop-down bar
  
• select the block
  
• name the new text area field
  
• click save

STEP-3 Verifying How it works

• Navigate to the CRM dashboard
  
• Open the module where you created a new text area field
  
• click the edit button
  
• there you can find the Rich text area field
  
• Add content and start editing
  
• click save

Conclusion

Enabling Rich Text Editor enables you to organize, style, and format your data according to your unique requirements. add images, tables, etc.. using a Rich text editor and improve your data management and thereby improve customer Relationships.