Ability to Add Photos to the Notes Section in Mobile App | Mobile App

Ability to Add Photos to the Notes Section in Mobile App

Sam Buckley

It would be really good especially for different tradies to be able to take photos with their phones and add the photos directly into the notes section of a contact record.

September 1, 2022

Devon Angle

So you can do this with a form, but its only the hyper link that shows in the notes filed. But it does keep you from losing uploaded photos which is a major plus

Jesse Ramirez

Devon Angle: How does this work? I've been reading about it but have yet to see how it actually works or how it's done.

Devon Angle

Jesse Ramirez: create a form with a custom field that has upload photos. Submit form, then workflow triggers a step that takes custom field and shares it into the note section