Notes and task descriptions in Gold Star Pro just got a major boost with Rich Text Editing.
You can now add structure, style, and clarity to your notes using formatting tools like bold, italics, bullet lists, and links — all directly inside your CRM.

Whether you’re documenting client updates, assigning tasks, or creating internal notes, this update makes your writing cleaner, easier to read, and far more useful across your team.

How to Use

1. Open any note or task (new or existing).

2. In the Description field, you’ll now see a formatting toolbar.

3. Type your content as usual, or paste in existing text — formatting will be preserved.

4. Use the toolbar to apply:

   • Bold, italics, underline, or strikethrough

   • Bulleted or numbered lists

   • Hyperlinks and easy cross-references

5. Save your note or task — it will now render consistently across all CRM modules.

Why This Matters

This update is all about clarity, collaboration, and efficiency.

• Clarity: Keep notes structured and easy to read.

• Collaboration: Help your team quickly scan and understand key details without digging.

• Efficiency: No need to switch to external tools for formatting — it’s all built in.

• Context: Add links to resources, docs, or URLs right inside your notes and tasks.

Now your internal communication looks as good as it performs.

Use Cases

• Client Management: Add clear, structured updates inside client profiles for your team to reference.
• Task Tracking: Include links, checklists, or key points right inside task descriptions.
• Sales Notes: Highlight next steps and follow-up reminders using bold or bullet formatting.
• Team Communication: Keep context and formatting consistent across Contacts, Opportunities, and Dashboards.

This feature brings polish and precision to every note you write — helping your team stay clear, connected, and productive.