How do I add a picture/screenshot instantly to the case I create in Sugar Serve?
How do I add a picture/screenshot instantly to the case I create in Sugar Serve?
You can add a image via a note in the case or you can add an image field type to your fields via the studio. You can also drag and drop an image on to the activity stream.
You can add a image via a note in the case or you can add an image field type to your fields via the studio. You can also drag and drop an image on to the activity stream.
Hi Andrew,
Thanks for your reply. What I need to do in Sugar Serve as a support employee is to easily create a case, maybe I am connecting to my customer's computer and would like to take a screenshot of their issue to remember which window they were in or what they were doing. Easy would I like to add these screenshots in the case while I still add text information about the screenshot so I can come back to the case later. I don't see any functionality in Sugar Serve for this.
I tried to drag and drop an image to the activity stream, didn't work after taking a screenshot from my mac computer Command+shift+4
Best Regards,
Sofia Jonsson
What you're trying to do is very common. If you create a case you'll see a note subpanel underneath. If you create a note you can add an attachment (e.g a screenshot). This is all available out of the box.
An image field can be added to the case fields also. This will allow you to save an image with the case a bit quicker that that described above.
The drag and drop should work - I'm a pc guy so let me check.
Hope this helps