Adding pictures to a case

How do I add a picture/screenshot instantly to the case I create in Sugar Serve?

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  • 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