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Notes

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Support collapsing the knowledge document tree by default

What is the challenge? The Knowledge document tree is always present when navigating to Knowledge > Documents which can throw off the view when users navigate to a specific page. What is the impact? Users build overview documents and wo...
Kristina Gass 7 months ago in Notes 1 Future consideration

Per-folder access control in knowledge bases

What is the challenge? If I create a folder and I want to control who sees it, I can't, even though I can control who sees the notes contained within the folder individually. I can create a note with nested notes, and control who sees all of th...
Melissa Hopkins 6 months ago in Notes 1 Future consideration

Allow for tagging people in custom notes fields

What is the challenge? When I'm using custom fields that are Notes, in custom tables for example I am unable to go @name to tag a particular person. What is the impact? Harder for people to see where they were mentioned and for those peopl...
Lucas Kemperman 9 months ago in Notes 0 Future consideration

Improve the way that AI embedded prototypes can be moved around a record description

What is the challenge? Currently, you can create an AI prototype and add this to a record's description. The AI prototype is difficult to move around the record description if you need to reorder where it exists in context of other content in th...
Terence Osmeña 4 months ago in Features / Notes 0 Future consideration

Embed a webpage within a Note in a KB

What is the challenge? When creating documentation to share in a Knowledge Base, sometimes you want to include information from another site. Currently you have to either : Copy and paste that content into the KB, so you have to maintain it in two...
Emily Yankush almost 2 years ago in Knowledge bases / Notes 1 Future consideration

Headings-based navigation menu on right-hand side of a Note

What is the challenge? Currently, the Table of Contents feature in Notes is very useful however lengthy Notes can lend themselves to near-endless scrolling. There is no side navigation to view the different sections/headings of a Note. What ...
Ian Babelon 7 months ago in Notes 1 Future consideration

Pivot tables embedded in notes export to PDF display issues

What is the challenge? When a note with an embedded pivot report is exported to a PDF optimized for printing, the pivots are not treated well. If a table spans 2 pages, rows will be cut off between 2 pages instead of splitting between the pages. C...
Max Robbins 11 months ago in Notes 0 Future consideration

Editing Tables Inside of Notes

What is the challenge? navigating table object What is the impact? time it takes to write up a feature matrix Describe your idea I just want to be able to navigate a table object using arrows. The up arrow on my keyboard should go to...
Guest 8 months ago in Notes 0 Planning to implement

Ability to use a keyboard with autocorrect enabled

What is the challenge? In text boxes, when using an autocorrect keyboard, the partially completed word is left and the autocorrected work is appended What is the impact? Having to go back and correct typos Describe your idea
Manesh Patel 3 months ago in Notes 0 Future consideration

Save custom highlight colors in text editor

I find the default text highlight colors too muted — typically I want to highlight something to make sure people notice and choose a bright "highlighter yellow." However, I have to keep updating the hex every time. I wish that the text editor...
Molly Jane Quinn over 2 years ago in Notes 1 Future consideration