Administration – Images Tab

To get the most out of your communications through the BNTouch CRM, you will want to upload an image of yourself and a logo for your company for use in emails and marketing. This adds a personal, authentic touch when talking to your clients and partners. For offices with several user accounts, you can upload and configure these pictures in the “Images” tab of the CRM Admin. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Images” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

Here, you’ll see a list of all users for your BNTouch account sorted by name. For each user, you’ll see a row with three image upload buttons. Here, you can upload custom images to represent the user in their communication and marketing. Use the “Choose File” buttons to find .JPG image files that are less than 273kb on your computer. Then, click “Open” to upload each file.

You can upload a higher-resolution version of each user’s photo and for use in print materials via the “Print Quality” option. Lastly, you can upload a logo for that user’s branding. If you do not want the size of your photo or logo image to scale in relation to the screen it is viewed from, click the “Do Not Resize” checkbox.

Once you have the files selected, click the “Upload Images” button below the list to save your changes. Once uploaded, you will see links for each user to “Preview Photo” or “Delete” an image. If any of your users already have images uploaded for their accounts, you can preview or remove them using these links. If you remove any images, you can then upload new files for that user.