Account logos, once uploaded and stored to an account record, can then be merged into email or document templates, added to exhibitor records, and displayed in our public-facing applications that allow for a degree of branding (such as on floor plans to identify booth ownership).
Some notes:
- Account logo images cannot exceed 1 MB and must be a JPEG, PNG or Bitmap.
- If your organization uses Document Management, the logo image is not stored in the database or on a network drive; the image is stored in the EV870_ACCT_LOGO field.
In this article:
- Add an Account Logo
- Edit an Account Logo
- Remove an Account Logo
- Link to Account Logos from the Accounts Page
Add an Account Logo
To add an organization's logo to the account:
- Navigate to the Accounts - Event Sales page and select the account.
- Right-click and select Edit. The Edit Account window opens.
- Select the Details tab.
- Click Select Account Logo next to the Logo Image label. The Select Image window opens.
- Use the ellipses button (three dots) to browse to the file location. The Open window opens.
- Select the image.
- Click Open.
- Click Select. The image appears next to the Logo Image label.
Edit an Account Logo
To edit the logo attached to an account:
- Navigate to the Accounts - Event Sales page and select the account.
- Right-click and select Edit. The Edit Account window opens.
- Select the Details tab.
- Click the image that displays next to the Logo Image label. The Select Image window opens.
- Use the ellipses button (three dots) to browse to the file location. The Open window opens.
- Select the image.
- Click Open.
- Click Select. The new image appears next to the Logo Image label.
Remove an Account Logo
To remove the logo attached to an account:
- Navigate to the Accounts - Event Sales page and select the account.
- Right-click and select Edit. The Edit Account window opens.
- Select the Details tab.
- Click the image that displays next to the Logo Image label. The Select Image window opens.
- Click Clear. The Select Image window closes, and the logo no longer appears next to the Logo Image label.
Link to Account Logos from the Accounts Page
You can create a custom field on the Accounts page that links to an account's logo on the web.
- Navigate to the Custom Reports and Links page and click Add. The Add Custom Report or Link window opens.
- Enter the necessary information:
- Description: Name of the report or link, such as Online Account Logo.
- Display: Select In Subject.
- Subject: Select All Accounts.
- Execution Mode: Select URL.
- Command: Enter the below link. Include your own URL domain and organization code where indicated:
- <URL domain>/<prod or test>/USIFileServer.ashx?IsUngerboeckHTMLPublic=1&HandlerMode=View&OrgCode=10&AcctCode={Account Code}
- Example: http://yourorganization.com/prod/USIFileServer.ashx?IsUngerboeckHTMLPublic=1&HandlerMode=View&OrgCode=10&AcctCode={Account Code}
- Click OK.
- Go to relevant Accounts page. (Event Sales, Registration, etc.)
- Right-click on the column headers in the grid.
- Select Show Columns. The Column Settings window opens.
- Click Add Field in the upper-right hand corner of the window. The Add Custom Field, Column, or Action window opens.
- Select Action or Link.
- Click Continue. The Add Custom Link window opens.
- Enter the necessary information based on the Custom Link added in previous steps:
- Label: Name of the custom link, such as Online Account Logo Link.
- Link: Select the link added in Step 3.
- Click OK. You return to the Column Settings window.
- Add the link created in step 11 to the Selected section of the Column Settings window.
- Click OK. The column is visible on the Accounts page. Click the hyperlink in the field to open a browser to view or download the image.
Comments
5 comments
Is there a way for an image to be uploaded during registration by a registration account? I see that documents can be uploaded to the event. What if I want a registrant to upload an image of themselves as part of their registration?
0 upvotes
Laura,
There’s an account field called “Logo Image” that will allow a person to upload a picture that will save to their account. It can be added to the form via the account settings on the form template.
You can also do it via the Upload Document functionality, but I think Logo Image is the simple answer you are looking for!
--Carrie
0 upvotes
Ah ha! I should have looked more closely. Thank you. That is exactly what I was looking for. I'm getting an error on the registration site, though, while I'm testing it. I'll create a ticket to look into it.
0 upvotes
Why should we upload account logos? Are they for signage?
0 upvotes
Hi Tracy,
Account logos are used a lot throughout our public facing applications & can also be a nice way to enhance the look our your database environment.
Thanks,
Erin Luber
0 upvotes
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