You can upload an image (for example,
a company logo or a contact photograph) to
iAccess so that you can assign it to an opportunity,
company, or contact, or you can select an image from the library of images supplied with
iAccess. If you do not assign an image,
iAccess uses a default image.
Supported image file types are .GIF, .JPG, .JPEG, .PNG, and .BMP.
If your security role does not have access rights to update the record, you cannot change the image.
Note: If you are using version 7.4 of
Ajera CRM and you assign an image to a
company, the image does not display if you view the
company in the Client Info Center or Vendor Info Center in
Ajera CRM.
To assign an image to an opportunity,
company, or contact, complete the following steps:
-
Display the record in the Opportunities,
Companies, or Contacts area.
-
Click the existing image in the upper-left corner of the area.
-
On the Change Image dialog box, select one of the following actions:
- To upload your own image file, click Upload, select the image file, and click
Open.
- To select an image supplied with
iAccess, click
Library, select an image, and click
Select.
iAccess does the following:
- Automatically crops and scales the image.
- Displays the image in
Original Image and
Cropped Image.
-
If you want to crop the image differently, do either or both of the following in
Original Image:
- Click inside the existing cropping frame and drag the frame to position it over the part of the image that you want to include.
- Click and drag one or more of the "handles" on the corners and sides of the cropping frame to expand or contract the area included.
The results of your actions display in
Cropped Image,
-
To assign the image, click
Select.