Customer Engagement & Dynamics CRM Forum

  • 1.  Changing the Account Icon

    GOLD CONTRIBUTOR
    Posted Oct 18, 2021 10:08 AM
    I'm looking to change the icon on our Account entity but the button to "Update Icons" is missing?  I am the system administrator.  Is this not possible?

    Account entity, no Update Icon button

    Thank you,

    Bob

    ------------------------------
    Bob Chang
    CRM Application Developer
    Cystic Fibrosis Foundation
    Bethesda MD
    ------------------------------


  • 2.  RE: Changing the Account Icon

    TOP CONTRIBUTOR
    Posted Oct 19, 2021 04:12 AM
    Hi @Bob Chang,

    As far as I am aware, you cannot change the icons for the out-of-the-box tables - only for custom tables.

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 3.  RE: Changing the Account Icon

    SILVER CONTRIBUTOR
    Posted Oct 20, 2021 08:16 AM

    Do you mean changing the picture icon (like a logo or picture of a contact) on the record?  If that is the case then simply click on the displayed default icon and it will open the dialog to accept a different jpg/gif/png, etc.

     

    Bill Suycott

    Director FIS Sales Tools

    4900 West Brown Deer Road, Brown Deer, WI  53223

    T: 414-357-3082

    C: 414-651-7886

    FIS | Empowering the Financial World 

     

    The information contained in this message is proprietary and/or confidential. If you are not the intended recipient, please: (i) delete the message and all copies; (ii) do not disclose, distribute or use the message in any manner; and (iii) notify the sender immediately. In addition, please be aware that any message addressed to our domain is subject to archiving and review by persons other than the intended recipient. Thank you.





If you've found this thread useful, dive deeper into User Group community content by role