Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

How do I add product images to quotes, orders and invoices?

CRM-Express now allows you to add product images to your invoices/orders/quotes..

Note: You do not have to edit the invoice templates to do this.

The images are stored in the database and is entered via the Products option on the main menu. When selecting this option the Product Maintenance window is displayed.

 

Let us now add a new Category called Printers , a new printer and a product image for the printer.

1. Click on the New below the Category Tree and on New Category in the drop down menu
A new category will be created. Type in Printers and press Enter. This takes care of the category.

2. Click on New Product and the New Product Dialog will open.

Enter the details like above. The image can be copied and pasted directly into the square provided.
Note the required size

Press OK and the product is added

The Product Maintenance dialog now looks like this.

Note that the Printers category now appear in the tree. Under the Lexmark product entry you can see in the image column that the product contains an image.

When entering the invoice details, select the Insert from List button and click on the printer to insert it. Note that the images does not display on this dialog

Click on the Print button and the Select File dialog will be displayed


Select Invoice2 with images.dtp and click on OK

 

The Invoice will be printed and looks like this