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How to modify the logo of the CRM

Updated over 3 months ago

Customizing your CRM interface is essential for consistent branding across internal tools. Updating the logo within Dazos CRM not only enhances visual identity but also ensures coherence across user-facing elements, such as the PAA (Pre-Admission Assessment). This guide provides a clear step-by-step process to successfully change the CRM logo, while highlighting specific technical requirements to avoid errors.

1. Access the CRM Interface: Begin by navigating to your organization’s Dazos CRM link in a supported browser.


2. Open the Settings Menu: Locate and click on the Settings button, positioned at the bottom-left corner of your screen. This will expand the CRM’s configuration panel.


3. Enter CRM Settings: From the sidebar options, select “CRM Settings”. This section contains general configuration options for the system.


4. Reveal Additional Options: Click on the gear icon (⚙️) located in the top-right corner of the screen to expand additional customization options.


5. Navigate to Theme Settings: Within the expanded menu, click on “Theme Settings”. This area allows you to customize the CRM’s visual appearance, including the logo.


6. Upload Your Logo File: Click on the “Choose File” button to select the logo image from your computer.

🔸 Important: The logo must be resized to meet the required dimensions of 32x32 pixels before uploading. Uploading an image outside of this size will trigger an error message.


7. Error Handling: If the uploaded image does not meet the dimension requirements, the system will display a message indicating the mismatch. Resize the image and attempt the upload again.


8. Apply the New Logo: Once the correctly sized image is selected and uploaded, click on “Update Settings” to save your changes.


9. Additional Note on PAA Branding: Updating the CRM logo also impacts the logo used in the Pre-Admission Assessment (PAA). As such, this step is a required action when updating or customizing the logo displayed within the PAA environment.

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