Description Formatting

Description Formatting

Hi 

I would like to update the description field with this:

  1. CALLER INFORMATION:

     

    Caller Name:

    Practice Name:

    Tax ID (If Applicable):

    Phone Number:

    Email Address:

     

     

    Summary of Call/Issue:

     

     

     

    Post-Call Questions:

     

    Do I need to send any paperwork to the Provider? If Yes, What?

    Did I promise to Follow-up? If Yes, when?

    Does this require a Director or TL input/Assistance?

    Is there another team I need to get involved? If Yes, what team?

     

    ADDITIONAL NOTES:

     

     

     

     

    FOLLOW-UP:

    • Contact Name:
    • Phone Number:
    • Email Address:
    • Expected Date of Follow Up:

     

     

    URGENCY:

     

    High (Immediate Action Required)

    Medium (2-3 Business Days)

    Low (No Immediate Action Required, can take beyond 3 Business Days)

     

    POST CALL ACTION STEPS:

     




but when I try to in Field and Form rules i get the 'unclosed string' errors:


Is there a way to update the description and retain the formatting?