Account Profile Image
Introduction
Your customers (accounts) can add a profile photo if they choose when creating an account. This image can then also be displayed in the Accounts Section of Event Manager.
Getting Started
Go to Settings > Setup > Configuration and search for the term 'Profile'. This will bring up two configurations relevant to this topic:
- Enable Accounts to have a Profile Photo (default is set to On, turn Off if you want to disallow customers from setting a profile image)
- Shows Account CRM profile image in the accounts screen details. (default is set to Off, turn On to show the CRM image in Accounts)
If 'Enable Accounts to have a Profile Photo' is On, the account creation screen will show a profile photo uploader as seen below.
Upon creating an Account, their profile photo can be updated and viewed on their Account Dashboard under Account > My Account:
If the configuration ' Shows Account CRM profile image in the accounts screen details.' is set to On, you will then also see the profile image in Accounts.
SKU: COKB
Related Articles
Account Groups Overview
Topics Covered: Overview Creating Your First Group Editing a Group Finding the Account Groups Page Viewing the Account Groups Page Viewing a Group The Account Group Header Content Block The Account Group Header - The Email Group Members Button The ...Disable end user editing of profile photos
We are able set permissions on the profile photo form question to only allow administrators to edit. This will limit the ability of Participants editing their photo. Navigate to Settings > Forms > Form Question Edit Form Question to be Admin OnlyGo To CRM Account
Example: You want to look up an Account and then transfer to the CRM to document a communication with the customer. How To: You must first look up the Account name of the customer for whom you want to access via the CRM. Next simply click the "CRM ...Account Introduction
The Account Screen gives you a number of tools you can use to get your work done and to assist your customers. Note: You can look up an Account by the Account holder's First Name or Last Name by typing it into the search field: Click on “Participant” ...Account Introduction
The Account Screen gives you a number of tools you can use to get your work done and to assist your customers. Note: You can look up an Account by the Account holder's First Name or Last Name by typing it into the search field: Click on “Participant” ...