Ability to use Tokens in text editor etc | Voters

Ability to use Tokens in text editor etc

Sasha-Shae Weekes

It would be really nice to be able to use tokens, especially the client ones like Client Name, due tasks etc in the text editor that shows up for Custom Pages, in the Welcome Message area and so on.

November 28, 2023

Kyla

This would also allow one to use the custom fields as tokens so you could do something like have a custom field with a Dropbox link specific for each client and put that in a custom page which would be super useful.

Cait Potter

Yes! And to be able to make an overview page of details for them to see with info already on their profile.