How to select a key client or property damage photo to appear on the Home Tab of a case.
List view within the Photos Tab
- Navigate to the Photos Tab.
- Click the list view option.
- Click the drop-down arrow in line with the photo that is to be added as the key client or key property damage photo.
- Click Set as Key Client Photo or Set as Key Property Damage Photo.
- The selected photo(s) will now appear on the Home Tab.
Grid view within the Photos Tab
- Navigate to the Photos Tab.
- Hover the cursor over the photo that should appear on the Home Tab.
- Click the drop-down arrow in the upper right corner of the photo.
- Select Edit.
- A pop-up window will appear.
- If this is a picture of the client, select the Key Client Photo checkbox and select Save.
- If this is a picture of the property damage, select the Key Damage Photo checkbox and select Save.
- The selected photo(s) will now appear on the Home Tab.
- NOTE: You can only have one key photo of each category per case.
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