Photo, Video and Formatting in Text Fields

What are These Options for?

You can create a multimedia knowledge base of the company, illustrate your projects with photos and videos.

Where are These Options Available?

Options are available in all cards in multiline fields, in particular:

  • in the Notes section: in the Description field of an item;
  • in the Contacts section: in the Notes field of an item;
  • in the Projects section: in the Description field of an item.

How to Add Photos?

  1. Hover over the field.
  2. Select the Photo icon that appears.
  3. Select the source of your photo:
  • Via link;
  • Computer;
  • My files.
  1. Follow the instructions and add your photo.

How to Add Videos?

  1. Hover over the field.
  2. Select the Video icon that appears.
  3. In the window that appears, add a link and click Paste.

How to Format Text?

  1. Highlight text.
  2. In the list that appears, select an option:
  • Bold;
  • Italics;
  • Strikethrough;
  • Bulleted list;
  • Numbered list.