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CUSTOMER DISPLAY: PICTURE
- Go to CUSTOMER DISPLAY LAYOUT under the LAYOUTS & TEMPLATES menu item
- Choose the desired customer display layout
- Go to the Process states tab at the bottom
- Click on Designer next to the desired sales process type
- Click on Add component
- Choose the Picture display type in the "Type" field
- Enter suitable context in all other fields (e.g. name, value, color, size, image, etc.)
- Click on Save
- Click on Save again
- Click on the arrow icon to return to the previous view
In CiRRUS, you can design a customer display for each individual sales process and add individual components to it. The Picture component can be used as a text box (with/without text) or as a placeholder.
To design the Picture component, go to the LAYOUTS & TEMPLATES menu item and open CUSTOMER DISPLAY LAYOUT. You are now in the customer display layout view. Choose the desired customer display layout.
Now go to the Process states tab at the bottom and click on the Designer button next to the desired sales process type. Click on Add component and choose the Picture display type from the dropdown menu in the "Type" field. Enter suitable context in all other fields (e.g. name, value, color, size, image, etc.). Then click on Save.
Confirm the process by clicking on Save again. Click on the arrow icon to return to the previous view.
You now have added a specific component to the layout and can continue with designing the customer display layout.