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Share your product feedback

Status Future consideration
Categories Reports
Created by Kristina Gass
Created on May 15, 2025

Maintain pill formatting in reporting views

What is the challenge?

When a record is mentioned within the text editor we can adjust the information that displays in the pill, those settings are not maintained when pulled into a report.

What is the impact?

Only the record ID displays and a user would need to manually type the other details included in the pill.

Describe your idea

Maintain pill formatting in reporting views.

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