Adding a Profile Picture to a Contact Record

Modified on Fri, 03 May 2024 at 01:52 PM

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, search for the contact's name in the Quick Search box.
  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. 

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