Sales
Activating the "Photo" option in Clients' Files
- Select “Clients” from the navigation menu.
- Select “Client Settings“.
- Click the card “General“.
- Check the Checkbox “Photo” in “Client’s Extra Fields“.
- Click “Save“.
Adding a client's profile photo
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the Client’s file you wish to add a photo to.
- Click the default profile picture to upload the client’s photo.
- Browse your device and select the required photo in .jpg, .png, or .gif format.
- The photo is automatically displayed in the client’s file and the clients’ list.