Add Images to Notes
E
Emily Campbell
Has anyone else wanted to be able to add photos to notes or is that just me?
Drew Adler
Merged in a post:
Add a File to notes
N
Nestor Nunez
I would like to add a file to the notes section of it.
Drew Adler
Merged in a post:
Be able to add a Screen Shot/Picture into the "Notes"
S
Steven Young
Sometimes customers will call my personal cell phone number. instead of inserting the entire log of information to the "Notes" of the deal, it would be much more expeditious to just insert a quick picture or screen show.
S
Steven Young
- File formats : PNG, JPG, TIFF, SVG, BMP, PDF
- might be best to see what most phones use as their standard format type for pictures and such. I think these are the top 6 used though.
- I don't think maximum file size should matter since we're taking and sending video's already via Text/Email.
- Notes are generally only seen by sales, managers, and other staff. As long as the customer isn't able to see it.
Shelby Parker
Hello Steven Young! I have a few more questions for you:
- What file formats should be supported for the images or screenshots?
- Is there a maximum file size that should be considered for the images?
- Should there be any specific security or privacy considerations when adding images to the "Notes"?
Shelby Parker
Hey Nestor Nunez, thanks for your feedback! I have a few more questions for you:
- What types of files do you anticipate needing to attach to the notes section?
- Is there a specific file size limit that would be acceptable for attachments?
- Would you need the ability to view or edit the attached files directly within the notes section?
Drew Adler
Merged in a post:
Add images to Note
B
Brandon Moore
It would be very helpful to be able to add screenshots or other images to customer notes. For example, screenshots of texts with a customer for purposes of documenting customer contact history.
Shelby Parker
Hello Brandon Moore! I have a few more questions for you:
- What types of image formats would you like to be able to upload (e.g., JPEG, PNG)?
- Is there a maximum file size for images that would be acceptable for your needs?
- Would you need any specific features for managing these images, such as editing or annotating them within the notes?
Shelby Parker
Hey Emily Campbell, thanks for your feedback! I have a few more questions for you:
- What types of photos would you like to add to notes?
- How would adding photos to notes improve your workflow or customer interactions?
- Are there specific scenarios or use cases where adding photos to notes would be particularly beneficial?