Adding pictures to a case

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

Parents Reply
  • 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 

Children
  • But if I create a case with the quick tool (top of the right corner in SugarCRM) I first need to save it and then add it to the note, this doesn't feel very user-friendly, do you know if Sugar has anything at work for handling this user-friendliness.

    If I was working as a support employee I would use the quick create and get a popup window to fill out all the information. Here I need to be able to insert pictures and text in the same field. 

    Best Regards,

    Sofia Jonsson