Sunday, October 26, 2014

MSCRM 2013: Getting Creative with the Account Image Field

In a previous blog, I explained how to add an image to an Account record.

If you are not currently using this field on the Account form, you'll see the generic image shown below:



Why not utilize this field to provide information with a quick visual?  Example- one of my clients marks their customers who have unpaid invoices with a red square:


When an employee takes a call from a company, they pull up the crm Account record and immediately know the customer has been red-lighted for non payment.

You can get creative with this image field- I'd love to hear about the creative way your organization is using it!

n'joy!


2 comments:

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