The ability to leave quick or detailed notes in PeopleGlass is one of its most popular use cases.
In the event you'd like to leave notes and format them across multiple lines of text, a simple keyboard shortcut is all you'll need.
Please note, this functionality is only supported for fields/columns of type = paragraph, which are labeled with the following icon:
To get started, simply type the following shortcuts while the text box is selected:
Mac: Shift + Return
PC: CTRL + Enter
Clicking outside of the text box within PeopleGlass will collapse the lines of text, but they'll sync as formatted to CRM.
Do you have any questions or want to learn more? Feel free to contact our Technical Success team at support@people.ai!