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BBeeson
Member

Trouble adding picture attachment to notes section for contacts

The only feature that my company really uses on hubspot is creating contacts. Our sales reps fill in the first and last name of the contact and then associate a picture for the note for each contact. Last night roughly half of our reps were unable to upload a picture to the notes section to associate with the contact. It didn't even show the option to attach a picture. It's confusing because it's still working for some reps but not for others. All of them use the mobile app of hubspot rather than the desktop. Any tips?

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5 Replies 5
GNaviasky
Member

Trouble adding picture attachment to notes section for contacts

If it continues to be a problem. Leadbeam.ai gives you the ability to just upload or take a picture and all the default and custom fields automatically fill based on that picture and the picture is saved (Business Cards, Handwritten notes, etc.)

 

I know you can do something similar in HubSpot, but thought I'd give a solution.

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BBeeson
Member

Trouble adding picture attachment to notes section for contacts

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Shubham_Sharma
Guide

Trouble adding picture attachment to notes section for contacts

Hey @BBeeson 

 

Are you asking about this feature to insert images in the contact notes? : 

Shubham_Sharma_0-1717599475213.png

 

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BBeeson
Member

Trouble adding picture attachment to notes section for contacts

Yep exactly. 

After talking to one of the reps this morning, it sounded like they would upload the picture, but then as soon as they would push save, the picture would disappear. 

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Shubham_Sharma
Guide

Trouble adding picture attachment to notes section for contacts

Can you share the screenshot?

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