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Description - Inserting an Image

The CRM rich text editor enables you to insert images while creating cases and follow-up records. In the Description field, you can choose to insert an image by placing the cursor in the desired location.

To insert an image:

  1. In the CRM home, click Create a case or a follow-up. The properties tab opens.

    Figure 62: CRM page, Create Follow-up, Properties tab

  2. Enter the Subject and Description.
  3. In the Description field, place the cursor where you want to insert an image.
  4. Click from the menu. You may be prompted to allow scripted windows by your browser.

    Figure 63: Create follow-up, Insert Image

  5. Click where instructed and then click Temporarily Allow Scripted Windows option in the contextual menu.

  6. Click again. A dialog box opens prompting for a valid image URL.

    Figure 64: Insert Image, URL prompt

  7. Enter a valid URL and click OK. The image at the specified URL gets inserted in the description.

    Figure 65: CRM page, Create Follow-up, Image inserted

Note: You can resize images in the editor by pulling on the image handlers.

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