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Add profile images to your client files

You can add profile images to client files

Updated over a week ago

It can be a bit difficult at times to identify your clients accurately when you have a lot of them. Adding profile images to your client's files can make it easier for you to identify and recognise them.

This article includes:


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Add profile image to a client file

1. Search for the client on the top left of the Dashboard and go to their file

2. Click on the default user image icon next to the client's name

3. Click on Choose file and upload the image by clicking on Upload Image


Remove profile image from a client file

1. Search for the client on the top left of the Dashboard and go to their file

2. Click on the default user image icon next to the client's name

3. Click Remove Image and then click OK on the pop-up


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