Introduction: Good morning, everyone! I’m Tony Holowitz, and in this quick tutorial, I’ll show you a fantastic feature you can use in both the web-based and desktop versions of Act CRM. Adding a contact’s picture to Act brings a personal touch to your database, making it easier to connect with your contacts visually. Whether it’s a colleague, client, or prospect, associating a picture with their name brings the data to life. Let’s dive into the simple steps to add a contact’s picture to Act CRM.

Step 1: Create a Picture Field in the Layout Before adding pictures to your contacts, you must create a picture field in your layout. In this tutorial, we’ll assume you have already completed this step. If not, you can find a separate video that guides you through creating a picture field.

Step 2: Finding and Saving the Contact’s Picture To add a picture to a contact, you must first find an appropriate image. In this example, we’ll search for a picture of Jeff Bezos. Using a web browser such as Microsoft Edge, highlight the contact’s name, right-click, and choose the “Search the web for [Contact’s Name]” option. This displays a sidebar with various images of the contact.

Once you find a suitable image, right-click on it, select “Save image as,” and save it to your desktop or a designated folder with a descriptive name and the year (e.g., Jeff Bezos_2023.jpg).

Step 3: Adding the Picture to the Contact’s Field Now that you have the contact’s picture saved, open Act CRM, go to the contact’s record, and locate the picture field you created in the layout. Click on the field, and a dialog box will appear. Choose the option to “Choose file” and navigate to the location where you saved the contact’s picture.

Select the image and click “Open.” Once you click “OK,” the picture will be added to the contact’s field, making it easily accessible in your Act database.

Personalizing Your Act CRM Experience By associating pictures with your contacts, Act CRM becomes more than just words and letters. It adds a personal touch, making interactions with your contacts more meaningful and memorable. This feature is particularly useful when making calls or reaching out to contacts, allowing you to have a visual connection while engaging in communication.

Conclusion: Enhance Your Act CRM with Contact Pictures In conclusion, incorporating pictures into your Act CRM contacts elevates your database to a new level of personalization and connection. Whether you use the web-based version with Act4Mail or the desktop version with Act4Outlook, this simple yet powerful feature allows you to easily attach pictures to your contacts. As you build your relationship with clients, colleagues, and prospects, let Act CRM be your ally in fostering meaningful connections through the addition of contact pictures.