Managing Customer Records
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How to Add an Image/Picture to a Customer Profile

Add a Profile image to the Customer Record

You have the option to upload a profile photo while adding or editing a customer record.

  1. Open the Customer Record where you’d like to upload an image, or start by adding a new customer.
  2. Click the Edit Customer button.
    Screen Shot 2025-08-19 at 3.28.20 PM
  3. Click the Upload icon at the top of the modal.
  4. Upload an image no more than 500px x 500px.
    Screen Shot 2025-08-19 at 3.30.08 PM
  5. Click the Save Customer button.
    Screen Shot 2025-08-19 at 3.32.17 PM
  6. Now when you view the Profile, you'll see the image.
    Screen Shot 2025-08-19 at 3.34.09 PM