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.
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.
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.
I share your concerns, but in most of the web-based applications which Sugar is, all the pictures should be uploaded in one way or another - not just mentioned in the text.
E.g. this SugarClub does request pictures to be uploaded when I like to add some to the post
The way upload is performed in Sugar OOTB - via Notes attachment - just like we submit cases to Sugar Support via their Support Portal
To decrease the number of clicks, it really could make sense to enable some picture uploading fields on the Case record as Andrew advised
Best Regards, Dmytro Chupylka
integroscrm.com We make work in Sugar CRM system faster, more convenient and efficient
I share your concerns, but in most of the web-based applications which Sugar is, all the pictures should be uploaded in one way or another - not just mentioned in the text.
E.g. this SugarClub does request pictures to be uploaded when I like to add some to the post
The way upload is performed in Sugar OOTB - via Notes attachment - just like we submit cases to Sugar Support via their Support Portal
To decrease the number of clicks, it really could make sense to enable some picture uploading fields on the Case record as Andrew advised
Best Regards, Dmytro Chupylka
integroscrm.com We make work in Sugar CRM system faster, more convenient and efficient
