Knowledgebase & Support

The WYSIWYG Editor Module in MokoCRM enhances text input areas across the platform with a What You See Is What You Get (WYSIWYG) interface. It allows users to format content with bold text, tables, links, images, and more—without needing to write HTML—making it ideal for proposals, email templates, public notes, and documentation.

The WYSIWYG Editor Module in MokoCRM enhances text input areas across the platform with a What You See Is What You Get (WYSIWYG) interface. It allows users to format content with bold text, tables, links, images, and more—without needing to write HTML—making it ideal for proposals, email templates, public notes, and documentation.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → WYSIWYG Editor
2. Click Activate
3. Choose the preferred editor (e.g., CKEditor) under Home → Setup → Other → Interface

✍️ Using the WYSIWYG Editor

• Available in most multi-line text fields, including:
  • Email templates
  • Proposals and contracts
  • Project and task descriptions
  • Public notes and internal comments
• Toolbar includes options for:
  • Bold, italic, underline
  • Bulleted and numbered lists
  • Headings, tables, horizontal lines
  • Links and image insertion

📦 Customization Options

• Select default editor per user under My Account → Preferences
• Administrators can enforce a global editor and toolbar configuration
• Advanced users can switch to HTML mode for custom styling or code injection

🔗 Integration With Other Modules

• Emailing: Design branded HTML messages
• Proposals: Add formatted service descriptions and clauses
• Knowledge Base: Write articles with rich content
• Contracts and Notes: Include structured text with embedded links or files

📌 Best Practices

• Use built-in styles for consistent formatting across users
• Limit excessive formatting in PDF-bound fields to ensure output fidelity
• Use tables for structured content like pricing grids or agendas
• Link to documents or external resources rather than embedding large files
• Switch to plain text when entering large blocks of code or data