Assign an Image to a Record

You can upload an image (for example, a firm logo or a contact photograph) to DPS so that you can assign it to a hub record. You can also select an image from the library of images that is supplied with DPS.

Supported image file types are .GIF, .JPG, .JPEG, .PNG, and .BMP.

If your security role does not have access rights to update the record, you cannot change the image. You also cannot change the image for a hub record that is not active. For records that are not active, the image is dimmed, and the record status displays across the bottom of it in place of the Update Image option.

To assign an image to a record:

1. Display the record in the hub.
2. Hover over the image box and click Update Image.
3. On the Update Image dialog box, select one of the following actions:
   • To upload your own image file, click Upload, select the image file, and click Open.
   • To select an image supplied with DPS, click Library, select an image, and click Select.
   • To remove the current image, click Remove.
   If you assigned a new image, DPS automatically scales the image to fit in the frame.
4. You can resize or crop the image if needed. Any portion of the image outside the frame is cropped when you save the image. If necessary, do either or both of the following:
   • Drag the slider beneath the image frame to resize the image and increase or decrease the portion of the image that is within the frame.
   • Drag the image to change the portion of the image that is within the frame.
5. Click Save.