Thursday, February 25, 2016

ZOHO CRM - Attaching Images to Records

Currently Zoho CRM does not have an image field.  You can attach the image to a record as an Attachment, but it just shows up as a title and you have to download the attachment to actually view the imate - not a great option... A better workaround for attaching images to records is to use the Notes.  If you attach an image to a note you actually see the thumbnail and can click on the thumbnail to see the larger image!

To attach an image to a note, first drop your cursor into the note field, then the paperclip icon will appear:

 click the paper clip, find and select the image to add.  Here's what it looks like when completed:

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