Edit the photo details

  1. Go to Leads or Projects and select the lead or project in the Quick Select section.
  2. On the Lead or Project Home page, select Photos under the Documentation section.
  3. Select the Photos tab.
  4. Optionally, to filter photos by date, select Date Taken or Date Uploaded in the Select Filter Type dropdown and enter the Start Date and End Date.

    The selection in the Select Filter Type dropdown is stored for each user session.

  5. Optionally, change the sort order.

    The default value is Sort Descending and By Date Taken without Grouping and photos are sorted by date taken in descending order with no grouping applied.

  6. Optionally, to filter photos by their name, location, or comments, enter the term in the Search field.
  7. Select the appropriate photo and in the dialog update any of the following fields as needed:
    • Select or clear the Main Project Photo? checkbox.
    • Enter or edit the Name.
    • Specify the Date Taken.

      By default, it's set to the date the photo was last modified.

    • Specify the Location.
    • Select or clear the Prevent Deletion checkbox.
      Only Admins can clear the Prevent Deletion checkbox for photos.
    • Enter or edit the Comments.
    • Select the edit icon () to crop the photo.
  8. Select Save.