Your center administrator may choose to activate the client photo feature.  If this feature is active, users can add, edit or delete a photo on the Contact Information tab of the client screen.  

 

Some institutions that use the Client Import feature may be able to import client photos along with other client data.  You should check with your center administrator to determine whether client photos will be added via client import or manually.  

 

What would you like to do?

oAdd a photo

oEdit a photo

oDelete a photo

 

 

Add a Photo

 

1.  Place the client photo on your computer or in a shared folder.  The photo must meet the following minimum criteria:

 

oFormat:  .jpg, .jpeg, .png, .gif, .wmf, .emf

oAt least 78 x 77 pixels  (Note:  If the photo is larger than 1024 x 768, it will be automatically resized to 1024 x 768.)

 

2.  Navigate to the Contact Information tab of the client's screen.

 

3.  Click Edit on the menu bar.

 

4.  To add the photo either:

 

oClick and drag the client photo onto the photo place holder square at the right side of the Contact Information tab.  (Note:  If you hover your mouse over the photo, a pop-up window will appear showing a larger version of the photo.)

 

oClick in the photo box to open the photo window.  Click Open Image on the menu bar, and use the Windows interface to locate and select the photo.  Click Open.  Click Ok.

 

5.  Click Save.

 

6.  Click Exit.

 

 

 

Edit a Photo

 

1.  Navigate to the Contact Information tab of the client's screen.

 

2.  Click Edit on the menu bar.

 

3.  Click the photo place holder square.  

 

4.  Edit by:

 

oCrop:  Click and drag on the photo with your mouse to select a rectangular area to be displayed on the Contact Information tab.  (Note:  If the area you drew is incorrect, click Clear Selection on the menu bar and repeat this step.)

 

oRotate:  Click the Rotate Left or Rotate Right icons on the menu bar.

 

oTo replace:  Click Open Image on the menu bar, and use the Windows interface to locate and select the photo.  Click Open.

 

5.  When finished editing, click Ok.

 

7.  Click Save.

 

8.  Click Exit.

 

 

 

Delete a Photo

 

1.  Navigate to the Contact Information tab of the client's screen.

 

2.  Click Edit on the menu bar.

 

3.  Right click on the client photo.

 

4.  Click Clear Image.

 

5.  Click Save.

 

6.  Click Exit.