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Making photos in CRM and field service

  • February 19, 2026
  • 5 replies
  • 69 views
B
Freshman I

We are a construction company - how have people been making notes on photos from the app/field as they go? What is the best way to capture a photo and make notes on it so we know what it relates to?

Best answer by harshitasethia74

​@BlairJaguschWR ,

The below post might be helpful:

 

5 replies

H
Varsity III
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Hey ​@BlairJaguschWR ,

Out of curiosity, have you been uploading photos on a specific screen via the mobile app? If yes, can you let us know the screen?

Harshita Sethia
    B
    Freshman I

    Hey ​@harshitasethia74 We have been using the Acumatica App. In Service Appointments and then in Opportunities. Attaching files or using camera. Open to navigating this a different way if there is an option to write notes on what the photos are.

      H
      Varsity III
      Forum|alt.badge.img+1

      Hey ​@harshitasethia74 We have been using the Acumatica App. In Service Appointments and then in Opportunities. Attaching files or using camera. Open to navigating this a different way if there is an option to write notes on what the photos are.

      Then you can enable/add the note text via customization for mobile app. In whichever screens you’re looking to.

      Harshita Sethia
        B
        Freshman I

        Thanks ​@harshitasethia74 - we have our development team testing this approach.

         

          H
          Varsity III
          Forum|alt.badge.img+1

          ​@BlairJaguschWR ,

          The below post might be helpful:

           

          Harshita Sethia
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