Photos as attachments in Notes. | Feature Requests

Photos as attachments in Notes.

Alberto Jimenez

Can we add the feature to be able to add a photo to a note in a client profile? We fill out a customer needs analysis for all of our clients at the time of their initial visit and it would be greatly beneficial to be able to add a photo of the CNA to their profile to be able to reference back for be back visits as well as campus wide visibility. This should be relatively easy to add as a feature as the notes feature is already there it just needs to be able to store an image as well and not just text.

Shelby Parker

Thanks for sharing this, Alberto Jimenez — totally hear how valuable it would be to attach a photo of the CNA directly to a client’s Notes for easy reference on return visits and broader visibility. I’ve passed this along to the team for review, and if we need any additional details (like what file types/sizes you’d want to upload or how you’d expect it to display in the profile), I’ll follow up.