Image Fields and Mobile: Review Exercise

Objective: Become familiar with how image fields are used in Intapp CRM.

Think of a contact you are familiar with that is an existing entry in Intapp CRM.
Use Google, LinkedIn or the company website for the contact to search for a picture of that contact. Save the photo.
Search for a contact entry and navigate to their detail page in Intapp CRM.
Click the pencil icon at the top right of the contact’s entry detail page.
Scroll down the entry form and locate the contact photo field.
Add the saved image to their profile in Intapp CRM.
Save the update to the contact.
Refresh their contact overview detail page and notice how the contact image now appears.
Search for the contact in the Mobile app and notice how the contact image appears here as well.