Ability to Add Photos to the Notes Section in Mobile App
planned
S
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.
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N
Nikhil Satish
planned
T
Tim Foy
please!
U
Urvash Singh
under review
A
Angel Mendez Jr. (Owner)
Urvash Singh In LeadConnector, we currently have three main options: 1. Phone, 2. Messages, and 3. Pipeline Stage Change. However, there should also be a Notes section included. This is essential for tracking and reviewing past conversations with the lead or client, ensuring clear communication and effective follow-up.
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D
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
J
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.
D
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