Configure Enquiry Report Logos

You can select the logos to display on enquiry-based reports via the Report Settings tab on an enquiry record. The entity logo is the default logo that is used for all report types. Alternatively, you can select different report logos to use for individual modules, and these override the entity logo when reports are generated.

To configure report logos for an enquiry:

1. Navigate to the enquiry.
   You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
2. Click the Report and Teamwork Settings tab.
   If the Report and Teamwork Settings tab is not visible, click more to display all available tabs.
3. To set the logo for a particular report type, do the following:
   1. Click for the report type that you want to assign a logo image to.
   2. On the Document Picker window, click the document pool that contains the logo image, and then select the checkbox of the image that you want use.
   3. Click Continue.
4. To remove a logo for a particular report type, click , and then click OK to confirm.
5. To view the details of a logo image, click .