Adding or Changing a Client Photo

Adding or Changing a Client Photo

AdvisorEngine CRM allows you to store a photo for any Person in your database. The photo will appear on the Person Summary Card and in Details > Contact Info.

Note: If you are using the Legacy Record detail view, you will need to add the photo from Contact Info > Basic Info instead. The tools to edit the photo will not be available.
  1. Within the Client’s Record, hover over the photo circle on the Person card and click edit .
  2. Click Choose Photo to browse your local machine for a person photo.
  3. Select a compatible image file and click Open.
  4. Use the Add Photo dialog to adjust the orientation, zoom, and rotation as needed.
  5. Click Save Photo to commit your changes.

The same process can be used to change or edit the uploaded photo if needed.

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