August 2022 - Image Inserts

Forms now allow users to insert images on Meeting, Note, & Roadmap Recommendation forms. There is no limit to the number of images that may be uploaded. There is a limit of 2MB per file size. SuccessPro supports .JPEG, .PNG, & .GIF file types. This feature is also made available in the Salesforce Widget. Images may be shared via a link to the Meeting, Note, & Roadmap and is currently excluded from reports.


How-To

Insert Image

    Navigate to any Meeting, Note, & Roadmap Recommendation
    Click Insert Image
Example: From the Meeting form

Users may insert images via URL
    Copy an image URL
    From the Form Menu, select the dropdown arrow adjacent to the image icon
    Paste in the URL & click Insert

Users may also insert images via copy & paste
    Copy an image and select Paste within the form
    View the image and resize accordingly

To delete an image:
    Click on the image from the ribbon (Under Images)
    Click the delete button

Setup

There is no setup required. Image upload & linked image URL features are available anywhere Roadmap/Goal Recommendations, Meetings, & Notes are available.