Managing Profile Image

You can upload an image of a guest or contact to display in the Overview panel (business card). On a tablet device you can use the device camera to capture an image to upload to the profile. For company or agent profiles a company logo image could be uploaded. 

Adding a Profile Image

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

  2. Enter search criteria then click Search.

  3. From the search results, locate the profile then click the Profile Name link. Alternatively, locate the profile. then click I Want To.... and select Profile.

  4. The Profile Presentation page opens.

  5. In the Overview or Profile Details panel, click the vertical ellipsis Actions menu and select Add Image.

    1. Click Choose Image.

      1. Navigate to the folder on the file system.

      2. Select an image file to upload then click Open.

    2. Description: Enter a description.

    3. Click Save.

Changing a Profile Image

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

  2. Enter search criteria then click Search.

  3. From the search results, locate the profile then click the Profile Name link. Alternatively, locate the profile. then click I Want To.... and select Profile.

  4. The Profile Presentation page opens.

  5. In the Overview or Profile Details panel, click the vertical ellipsis Actions menu and select Change Image.

    1. Click Choose Image.

      1. Navigate to the folder on the file system.

      2. Select an image file to upload then click Open.

    2. Description: Enter a description.

    3. Click Save.

Deleting a Profile Image

  1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

  2. Enter search criteria then click Search.

  3. From the search results, locate the profile then click the Profile Name link. Alternatively, locate the profile. then click I Want To.... and select Profile.

  4. The Profile Presentation page opens.

  5. In the Overview or Profile Details panel, click the vertical ellipsis Actions menu and select Delete Image.

  6. Click Delete Image.