Add a customer's logo

For a commercial customer, you can add their logo to their contact page, so their brand is recognisable at a glance when you open them. It sits on the identity card at the top of the contact. Open the contact from Records → Contacts & sites.

Add or replace it

1. Open the contact (Records → Contacts & sites → the customer).
2. On the identity card at the top, tap the logo swatch (it reads Add a logo when there isn't one yet).
3. Pick a PNG or JPG (up to 5 MB). It uploads and shows straight away.
4. To replace it later, tap the swatch again and pick a new file.

Remove it

Hover the logo and tap the X to remove it.

Good to know

• This is the customer's logo (their brand) - separate from your company logo, which you set in Company details and which prints on your quotes and invoices.
• The logo only appears on commercial contacts, not individuals.

Related

• Client details
• Your clients