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Ability to add videos to customer profile in CRM

Feature Request

We take a video of each house and upload it to their profile giving the future techs an idea of what they are working with. Especially for Christmas light jobs, we need to be able to upload a video into their profile. Is this something that could be easily added?

Posted by Ryan Sandberg ·
Status: Completed4 comments

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Comments4

  • Sean MacCourtney

    Team•

    Oct 28

    Hey Ryan, good news: you can now add videos to customer and lead profiles. Upload them from the Attachments tab on web or mobile (make sure your app is updated). They're internal only, so your team can see them but customers can't. Files can be up to 200MB. Reply here if anything looks off.

  • Ryan Sandberg

    •

    Oct 28

    Hey! Just checking if there is any update on this. We will desperately need this in late december.

  • Noah Sanches

    Team•

    Aug 5

    We can add this! This wouldn’t be too difficult I don’t think. Adding it to the roadmap and we’ll follow-up as a team if we need additional input on this

    • Ryan Sandberg

      •

      Aug 5

      Awesome, would be awesome to have this soon since we have to keep paying for our current CRM until we can upload all the videos into rotor