{"id":329,"date":"2011-06-15T06:11:00","date_gmt":"2011-06-15T06:11:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=329"},"modified":"2023-06-23T09:38:12","modified_gmt":"2023-06-23T09:38:12","slug":"upload-photos-from-new-person-screen-directly","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/","title":{"rendered":"Upload photos from new person screen directly"},"content":{"rendered":"<div>\n<div>Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client\u2019s profiles through CRM.<\/div>\n<div><\/div>\n<div>You must have read on Jeff\u2019s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type. What I always consider is that the data entry users must be able to fill all the data for client from new entry screen itself. They must not navigate to other areas of CRM just for the sec of uploading the photo. Hence I came up with my own solution to upload the photo from new person entry screen. Below is the screenshot of how does it look like.<\/div>\n<\/div>\n<div><\/div>\n<p><a href=\"http:\/\/3.bp.blogspot.com\/-_aTNi10Q0pU\/TfhNH0FR-0I\/AAAAAAAABb8\/w_QgvVk9iLU\/s1600\/PersonPhotoUpload.JPG\" onblur=\"try {parent.deselectBloggerImageGracefully();} catch(e) {}\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"cursor:pointer; cursor:hand;width: 400px; height: 266px;\" src=\"http:\/\/3.bp.blogspot.com\/-_aTNi10Q0pU\/TfhNH0FR-0I\/AAAAAAAABb8\/w_QgvVk9iLU\/s400\/PersonPhotoUpload.JPG\" border=\"0\" alt=\"\" id=\"BLOGGER_PHOTO_ID_5618325331779910466\"><\/a><\/p>\n<div><\/div>\n<div>\n<div>The additional feature to the functionality is that you can also change the photograph for the person by just going to person summary and click on change button. There you will find the upload box to change the existing photo for the person.<\/div>\n<\/div>\n<div><\/div>\n<p><marquee width=\"80%\"><b>If you find this content useful, please drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client\u2019s profiles through CRM. You must have read on Jeff\u2019s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1761,1773,2366,2514],"class_list":["post-329","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-person","tag-photo","tag-summary-report","tag-upload"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Upload photos from new person screen directly - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Upload photos from new person screen directly - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Maintaining photo identity is the need of banking and wealth management sectors nowadays that need to manage their client\u2019s profiles through CRM. You must have read on Jeff\u2019s blog site how you can display person photo on Summary screen, but there the upload is done from documents tab and that too with different document type.\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2011-06-15T06:11:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-23T09:38:12+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/3.bp.blogspot.com\/-_aTNi10Q0pU\/TfhNH0FR-0I\/AAAAAAAABb8\/w_QgvVk9iLU\/s400\/PersonPhotoUpload.JPG\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/\",\"name\":\"Upload photos from new person screen directly - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/3.bp.blogspot.com\/-_aTNi10Q0pU\/TfhNH0FR-0I\/AAAAAAAABb8\/w_QgvVk9iLU\/s400\/PersonPhotoUpload.JPG\",\"datePublished\":\"2011-06-15T06:11:00+00:00\",\"dateModified\":\"2023-06-23T09:38:12+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/#primaryimage\",\"url\":\"http:\/\/3.bp.blogspot.com\/-_aTNi10Q0pU\/TfhNH0FR-0I\/AAAAAAAABb8\/w_QgvVk9iLU\/s400\/PersonPhotoUpload.JPG\",\"contentUrl\":\"http:\/\/3.bp.blogspot.com\/-_aTNi10Q0pU\/TfhNH0FR-0I\/AAAAAAAABb8\/w_QgvVk9iLU\/s400\/PersonPhotoUpload.JPG\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/06\/15\/upload-photos-from-new-person-screen-directly\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Upload photos from new person screen directly\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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