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How to Add a Client Thumbnail Image*

Overview

This tutorial will show you how to add a client thumbnail image to the client information window. 

How to Add a Client Thumbnail Image When Creating A New Client

  1. Create a Client
    1. Click here for a tutorial on how to create or edit a client
  2. Click on the Thumbnail menu bar
  3. Click on the Select Client Thumbnail menu item
  4. Find the image you'd like to upload. 
  5. Click Open
  6. The image will be saved to your Cloud Storage and will automatically appear on the client view

How to Add a Client Thumbnail Image When Editing A Client

  1. Edit a client
    1. Click here for a tutorial on how to create or edit a client
  2. Click on the More Actions menu bar
  3. Click on the Select Client Thumbnail menu item
  4. Find the image you'd like to upload. 
  5. Click Open
  6. The image will be saved to your Cloud Storage and will automatically appear on the client view