Help Center

Adding a Profile Picture to a Contact Record

You can upload an image or profile picture to a contact record. For example, you may want to include a headshot of a specific client to help you recognize that client.

 

To do this:

  1. In Actionstep Practice Management, use the Quick Search box to find and select the name of the contact you want to edit. (See Using the Quick Search Box to Search for a Matter or Contact for help.)
    quicksearchbox.png
  2. While viewing the contact's record, click the image placeholder next to their name.Current photo options appear.
  3. Click Choose File, then browse to and select the image you want to use for the profile picture.
  4. Click Save. The image is now associated with the contact.

TIP:  You can follow this process to also update any existing profile images.

 

Additional Resources:

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