How to Add a Photo to a Contact Card
Why This Matters
Adding photos to contact records helps you instantly recognize clients, prospects, and business partners when you're reviewing your database or preparing for meetings. A visual reminder of who someone is makes your interactions more personal and professional, especially when managing hundreds or thousands of contacts.
Photos transform your contact list from a collection of names into a gallery of real people you do business with. When you're scanning through contacts before a call or meeting, seeing their face helps you recall previous conversations and build stronger relationships. This small personalization effort makes a significant difference in how you connect with your network.
Watch & Learn
🎥 Video: How to Add a Photo to a Contact Card
Step-by-Step Instructions
1. Open the Contact Card
Navigate to the contact record where you want to add a photo and open their Contact Card.
You can find contacts by searching in the main search bar, browsing your Contact List, or clicking through from a recent interaction.
2. Click Upload Photo
Locate the Upload Photo button beneath the contact's name on the Contact Card. This button appears as gray text when no photo has been uploaded yet.
Clicking this button opens a file browser window where you can select an image from your computer.
3. Select Your Photo File
Choose the image file you want to use from your computer's file browser. The system accepts common image formats including JPG, PNG, and GIF.
Select a clear, professional photo that helps you recognize the person. Headshots work best—avoid group photos or images where the person is difficult to identify. Click Open to proceed.
4. Crop Your Photo
Use the yellow dotted square cropping tool to frame the photo properly. Drag the square to reposition the crop area, or drag the corners to resize the square and adjust how much of the image appears.
The cropping tool ensures photos display consistently across your contact records. Center the person's face within the square for the best results. Take a moment to get the framing right—a well-cropped photo looks more professional.
5. Apply Your Changes
Click Apply Changes to save the cropped photo to the contact record.
The photo now appears on the Contact Card and will display whenever you view this contact in your system. The photo also appears in contact lists and search results, making this person easy to identify at a glance.
6. Verify the Photo
Review the contact record to confirm the photo uploaded correctly and displays as expected.
If you're not satisfied with how the photo looks, click the photo to access options for uploading a different image or adjusting the crop. You can update contact photos at any time.
Questions and Answers
Q: What image file formats does the system accept?
A: The system accepts JPG, JPEG and PNG image formats. Most standard photo files work without any conversion needed.
Q: Is there a file size limit for contact photos?
A: While the system accepts various file sizes, smaller files (under 5MB) upload faster and perform better. If you have very large image files, consider resizing them before uploading.
Q: Can I upload photos in bulk for multiple contacts?
A: No, contact photos must be uploaded individually through each contact's Contact Card. There's no bulk upload feature for contact photos.
Q: What happens if I don't crop the photo?
A: You must use the cropping tool and click Apply Changes to save the photo. Without cropping and applying, the photo won't be saved to the contact record.
Q: What's the best photo size or resolution to use?
A: The system automatically resizes photos to fit the display area. For best results, use square photos at least 200x200 pixels. Larger images work fine and will be automatically scaled down.
Q: Can I delete or replace a contact photo after uploading it?
A: Yes. Click the existing photo on the Contact Card to access options for uploading a new photo to replace the current one. You can update contact photos as often as needed.
Q: Will the contact see the photo I upload?
A: No. Contact photos are for your internal use only and help you personalize your database. Contacts never see the photos you upload to their records.
Q: Do photos sync across my team if we share contact records?
A: Yes. When you upload a photo to a contact record, all team members with access to that contact will see the same photo. Photos are part of the shared contact record.
Q: Can I use logos for business contacts instead of photos?
A: Yes. While the feature is designed for personal photos, you can upload company logos or any image that helps you identify the business contact. Use whatever visual reference works best for your needs.
Q: What if the photo orientation is wrong after I upload it?
A: If your photo appears sideways or upside-down, rotate it on your computer before uploading, then upload the corrected version. The system doesn't have built-in rotation tools.
Guide Type: How-To Guide
Estimated Time: 2 minutes
Video Transcript
When you’re setting up a new contact record, adding a picture is important. It always helps to remember what your client looks like. And adding photos can really personalize your database. So let’s add a picture to the contact card we have right here. Under the contact’s name you’ll see in gray that it says “upload photo”. The system will prompt you to choose a file from our computer. You see that we have Andy’s photo right here, which is the one I want. I will select this photo and then click upload. Once the photo comes up you will see this yellow dotted square. This is our cropping tool. Move it around to get a perfect crop. You can also drag the corners around to resize the square. When you’re happy with the position, make sure you click apply changes.