How can add image or table in Format Notes in appointment for Sales cloud?

[former_member375791]

Dear team,

Our customer really want to use our solution sales cloud, but in the sales cloud "appointment" function, customer cannot insert image and tables. I already checked help guide but, we don't have icon for image and tables.

(Our competitor SFDC, they can insert image and table also..)

BUT, in service cloud, I can see the image icon in ticket part.

How can we embed image and table insert function in Notes for sales cloud like service cloud ticket?

Do you have any idea for this?

Please give me some advise..

[former_member226]

Hi,

It is possible to attach an image or link to the notes field if you enable the following scoping question:

"Do you want to use formatted texts for visits and appointments?"

Once done then notes will be enabled to insert image/link etc. (see attached images)

quick-create.png

BR
Saurabh

[former_member375791]

Hey, Thank you for comment.

We already activated that questions but the customer want to insert image and table directly by clicking icon.

In service cloud, we have image icon in text editor, but why sales cloud doesn't have?

Can we enhancement this function by using CAS?

Thanks,

[former_member226]

Hi,

As far as I can see formatted text bos is same for both appointment and ticket UI. Hence I am not sure what is your expectation.

Can you please share a snapshot of what is available in service cloud UI vs what you would like to see in appointment notes?

BR
Saurabh