Change the Default Font Format of Outgoing Case Message

Written by
Marsha Andres
Published on
January 28, 2024 at 11:36:30 PM PST January 28, 2024 at 11:36:30 PM PSTth, January 28, 2024 at 11:36:30 PM PST

Scenario

The Message field in the Case record is a Rich Text Format field type. Users can change the appearance of the message in terms of Font and Font Size.

Solution

  1. Navigate to Home > Set Preferences
  2. Click Appearance tab
  3. Entry Forms segment:
    • Enable Rich Text Editing: Enter Checkmark
  4. Select the default font in the Default Rich Text Editor Font field
  5. Select the default font size in the Default Rich Text Editor Font Size field
  6. Click Save
    Note: This changes the default font setting on all entry forms (customer, cases, leads, etc.). Users can navigate to Customization > Forms > Entry Forms to get an idea of the records affected by this preference.