Support Center

Photos and Signatures in Clients' Profile

Last Updated: Jan 06, 2017 04:34PM CET

Clients Photos

Adding a photo

To add your clients' photos to their profiles open the client's profile > click on the image next to their name > click Choose File to upload a file from your computer > click Send > Save the Changes.

 

 

The photo will now be visible to everyone who works with this client in Mambu.

 

Edit a photo

To change a client's photo open the client's profile > click on the client's photo > click the Edit icon > choose another file > click Send > Save the changes.

 

 

The new photo will be added to the client's profile.

 

Deleting a photo

To delete a photo from a client's profile, just click on the photo > click on the Delete icon > Confirm.

 

 

The client's photo will be removed from the profile.

 

Clients' signatures

Signatures can be attached to clients' profiles and be used for validation purposes.

 

Adding a signature

To upload a signature click on Signature > click Browse to select the appropriate file from your computer > click Send > Save Changes.

 

Editing a signature

To change or update a client's signature, click on the signature > click on the Edit icon > click Browse to upload the new file from your computer > click on Send > Save Changes.

 

Deleting a signature

To delete a client's signature from their profile click on the signature > click on the Delete icon > Confirm the deletion.

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