HTML editor

Selected modules offer so-called CLOB fields. “Character Large Objects” are note fields, comment and text fields marked as such by the server. Primarily you can find such editor fields in activities like tasks, phone calls or emails. The text in these fields can be freely formatted as HTML markup. For this purpose, the inte­grated JustRelate CRM editor is available that allows you to conveniently edit text in HTML format using system colors and fonts.

The HTML editor is available in the web client and in the mobile clients (Tablet or Pocket). It displays HTML content in editor fields and lets you format text with the help of mini toolbars.

• Font markup (bold, italic, underline, text color, background color)
• Ordered and unordered lists,
• Blockquote
• Insert images and links
• Execute CRM object links
• Switch between HTML and plain text
• Table handling
• Image positioning and scaling
• Cut, copy, paste content

The clipboard and standard commands for saving, printing, pasting images, etc., are supported.

A neutral internal HTML mapping ensures the correct display of HTML content that is generated outside and imported into the CRM (e.g. emails).

Tip: If you paste formatted text from the clipboard to an HTML field, the system tries to retain the original formatting, which is not always successful and may not be desired. In the context menu (right mouse button) of the Chrome and Opera browsers, the command [Ctrl+Shift+V] is offered for inserting text from the clipboard unformatted (plain text). Other browsers like Firefox can only do this with an additional add-on, e.g. "Copy Plain Text 2".

The toolbar is an integral part of most forms (emails, tasks, etc.). The text itself can be edited and formatted directly in the field without creating a separate document. This allows comments, emails or visit reports to be designed in a meaningful way. You can use the standard print function of the CRM for printing.

Emails are usually created and received in HTML format. After an incoming email has been checked in, it is initially displayed in the HTML field of the email form without images, but these can be reloaded in the CRM mailbox.

Emails are printed directly from the HTML field in the format that the field displays.

You can always display HTML e-mails correctly by opening them in your Internet browser by clicking on the hyperlink in the Subject field. You can then print them from the browser in the correct format if required.

Alternatively, use the key combination [Ctrl+P] directly from the HTML field of an open email to print it. It does not matter whether you have write access to the email or only read access.

Especially in customer communication, e.g., via email, the HTML editor supports you with flexible for­matting options and customizable templates.

In addition, you have templates available that allow you to insert placeholders, e.g. for the salutation, signature or other communication data.

To make it easier to work with your own templates, JustRelate CRM provides simplified template manage­ment for end users (non-template administrators).

The editor offers a basic mode in the web client, providing all functions in the toolbar, which are needed, e.g., for quickly creating and formatting email texts, similar to common email apps such as Gmail. If more formatting functions are needed, use the Open full button or the [F2] key to open a sepa­rate editor window with an extended toolbar. In addition to the extended toolbar, you also have context-sensitive mini toolbars here. 

In the editor toolbar of the HTML editor, there is a drop-down menu (choice box) with an input field for selecting the font and font size. You can enter several initial letters or numbers in these menus to navigate quickly.

In the extended editor, there is a button function for font and font size in the mini toolbar (bubble) for marked characters with a subsequent menu, but no input field. In contrast to the menu in the editor toolbar mentioned above, only the first character typed is taken into account when navigating quickly.

The web client uses the corresponding functionality of the web browser for spell checking. This requires that the web browser used has the correct settings and dictionaries.

Dictionaries and language packs are available as add-ons for Firefox. You should check whether the appropriate language packs and dictionaries are installed.

• https://addons.mozilla.org/de/firefox/language-tools/

For browsers from the Chrome family (Google Chrome, Opera, Vivaldi, etc.), the spell checker can be configured via the browser settings (chrome://settings), and you can also download additional languages if required.

If you link texts or images using a hyperlink, always enter the complete URL (e.g. "https://www.example.com"). URLs without the http(s) protocol are not interpreted correctly.

You can simply click URLs in the HTML field to open the hyperlink from the speech bubble.

In the CRM editor, but also in the pinboard, any CRM objects (document data records, contacts, activities, processes, etc.) can be linked so that you can navigate to them directly from the text, as with a hyperlink. The link can be inserted into HTML texts using the Link CRM object toolbar function. In the pinboard, the Insert object link button function (paper clip) is available.

You can then execute these links not only from within the CRM but also externally from other applications (e.g., from an email generated in the CRM or from a Word or PDF report generated in the CRM). When executed from other applications, the link opens the default browser, and you are routed either to your already open CRM session or to the CRM log-in screen.

In the selection for creating and inserting an object link, the "Last used" entry is available in the first position. In this case, the link does not point to the "Last used" list, but to the original object selected in the selection dialog, where you can use Properties, for example, to uniquely identify the object beforehand.

Tip: The combination [Ctrl+Click] on an object link in the CRM opens the target with just one click, i.e., without using the link bubble.

In the HTML editor, you can also insert an object link to an activity pinboard (object selection: "Activity pinboard"). This allows you to open the pinboard directly, saving you the detour via the case to the pinboard.

When inserting object links to cases (sales case, service case, service call), you will find the Customer field in the selection lists.

With object links in the visit report pinboard, the selections (service call, case) are preset in the case with the customer notifications or cases from For contact or from Customer, respectively.