I’d love to use markdown for taking meeting notes with rich text - but I think there would be a high user burden to remember the markdown usage. I’m wondering if it’s possible to save a default “Note” with the markdown so that every time a new note is created in a record, a guide for the markdown is easily accessible.
Hi
As an alternative, you could keep our help article on markdown bookmarked. To be honest, after using markdown in Copper for a little bit, I’ve also just memorized the main ones (e.g. *italics* and **bold**). I only open up the guide when I have a less-common formatting need, like a line separator.
Ahh got it. Thanks so much!
I think it could be valuable as a future feature if there was a way to save template types of note or perhaps associated with activities. For example, there might be different type of meeting note templates an org would want to use.
Exactly! Or for meeting notes there would be a “Participants:” place for you to fill in. Not as a default but an org can ideally create their own pre-formatted structure in the free text space for a certain activity.
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