Add/Edit/Delete Client Photo

Your center administrator may choose to activate the client photo feature.  If this feature is active, users can add, edit or delete a photo on the Contact Information tab of the client screen.

Some institutions that use the Client Import feature may be able to import client photos along with other client data.  You should check with your center administrator to determine whether client photos will be added via client import or manually.

What would you like to do?

Add a Photo

1.  Place the client photo on your computer or in a shared folder.  The photo must meet the following minimum criteria:

2.  Navigate to the Contact Information tab of the client's screen.

3.  Click Edit on the menu bar.

4.  To add the photo either:

5.  Click Save.

6.  Click Exit.

Edit a Photo

1.  Navigate to the Contact Information tab of the client's screen.

2.  Click Edit on the menu bar.

3.  Click the photo place holder square.

4.  Edit by:

5.  When finished editing, click Ok.

7.  Click Save.

8.  Click Exit.

Delete a Photo

1.  Navigate to the Contact Information tab of the client's screen.

2.  Click Edit on the menu bar.

3.  Right click on the client photo.

4.  Click Clear Image.

5.  Click Save.

6.  Click Exit.