Add Avatars to Client's Profile | Voters

Add Avatars to Client's Profile

complete

Ian Turner Digital

Would be nice to have the ability to upload logos to client profiles instead of the default color boxes with initials

March 5, 2022

Geoff Mina

marked this post as

complete

This feature is now complete. There are two options. The first is to simply provide the clients website in the client info. If that field is present and the client has a Favicon on their website, we will automatically pull down the logo.

If the logo isn't available, or it is preferable to upload a custom one, the client edit screen now has a Logo upload button in the top right.

Geoff Mina

marked this post as

under review

Dano Qualls

Merged in a post:

Custom Client widgets

Luke Eischen

Ability to upload images/icons to identify clients brand easier.

April 11, 2022

Dano Qualls

Merged in a post:

Client/Lead Initials Duplicate Prevention

Rachel Dew

The ability to prevent duplicate client/lead initials. I think this is important especially when you use the initials to generate invoices (etc). I'll prevent confusing the two clients that might have similar initials.

An alternate option would be the ability to create your own custom initials for each client/lead! Again no duplicates allowed.

April 11, 2022

Dano Qualls

marked this post as

planned

jon smith

And for clients to update their own profile pic/avatar in their Client Portal.