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.
- Within the Client’s Record, hover over the photo circle on the Person card and click edit
. - Click to browse your local machine for a person photo.
- Select a compatible image file and click .
- Use the Add Photo dialog to adjust the orientation, zoom, and rotation as needed.
- Click to commit your changes.
The same process can be used to change or edit the uploaded photo if needed.
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