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Add a Photo to the Home Tab
Add a Photo to the Home Tab
Updated over 6 months ago

How to select a key client or property damage photo to appear on the Home Tab of a case.

List view within the Photos Tab

  • Navigate to the Photos Tab.

  • Click the list view option.

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  • Click the drop-down arrow in line with the photo that is to be added as the key client or key property damage photo.

  • Click Set as Key Client Photo or Set as Key Property Damage Photo.

  • The selected photo(s) will now appear on the Home Tab.

Grid view within the Photos Tab

  • Navigate to the Photos Tab.

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  • Hover the cursor over the photo that should appear on the Home Tab.

  • Click the drop-down arrow in the upper right corner of the photo.

  • Select Edit.

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  • A pop-up window will appear.

  • If this is a picture of the client, select the Key Client Photo checkbox and select Save.

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  • If this is a picture of the property damage, select the Key Damage Photo checkbox and select Save.

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  • The selected photo(s) will now appear on the Home Tab.

  • NOTE: You can only have one key photo of each category per case.

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