Manage customer account images
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below to add, remove, or change the image associated with a customer record. Only one image can be stored at a time for a customer. This image displays in various locations throughout AIMsi, including on the Outstanding window.
Steps to complete
Add or change the image associated with a customer
Prerequisites: You must create a temporary image folder somewhere in Windows Explorer and that folder must be identified in the Customer Image Camera Folder file on the Work Station window - File tab. A storage folder must also be created and saved in the Customer Image Storage Folder file.
- On the Add/Change Customer window, select the customer account to which you want to associate or updated an image.
- Click the Image tab.
- Click Get Image. If a message displays indicating that the current image will be overwritten, click Yes. The Customer Image window displays with the image currently stored in your temp folder.
- Click Save Image. The Add/Change Customer window redisplays and the image you selected displays on the Image tab.
Delete the image associated with a customer
- On the Add/Change Customer window, select the customer account from which you want to delete an image.
- Click the Image tab.
- Click Delete Image. On the message that displays, click Yes. The Add/Change Customer window redisplays and the image association is removed.
Print the image associated with a customer
- On the Add/Change Customer window, select the customer account for which you want to print an image.
- Click the Image tab.
- Click Print Image. The Select Output Destination window displays.
- Select your desired output destination and click OK. The image is sent to print preview, a printer, a file location, or email, depending on your output selections.
