Customer Logo's

­­General Discussions
1

Morning all! I created a set of reports for my company that are called Customer Scorecards. They provide a way for us to communicate to our customers on how we are performing for them. Each customer had their own individual report template because we put their LOGO in the top corner to make it look slick. OBVIOUSLY maintaining each of these template could and can have turned into a pain.

Question…I would like to go to a single template and have the logo change depending on what customer is currently selected. Thought about putting the images in a hidden column and doing a IF statement but can’t select the logo…does anyone else have a creative idea?

Thanks!

2

We have the same desire to have dynamic logos. No solution yet, thank you for posting.

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3

I know you could pull the customer’s name in through auto text, but don’t think there’s a way to tie that to a logo. It would be a great feature for the future!

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4

Hey Monte,

Great idea. Pls do post it in the feedback forum. I agree with the rest here; can’t change logo based on client name.

Cheers,
Navin

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5

Our company features one logo for reporting but believes this would be a helpful feature for implementation in the future, if made available.
Best of luck on a solution!
S.

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6

We don’t have a business case for a dynamic logo, but I can see how this functionality could help in other ways.

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7

Amazing initiative. I’d love to implement that

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8

Interesting concept. I’ll be watching for answers!

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9

This would be helpful especially if reporting on operational information.

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10

Great way to do this, and I hope the functionality is there. Hoping to see a solution

11

I am not sure, but this is a great idea!

12

Can be helpful! will be efficient if it can be maintained at one place and can be linked with formula or account name etc.

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13

This is a great idea, would love to see this offered Thanks!

14

You can go to Insert option in Template Studio and select Image.

15

This would be useful and would love to see Prophix add some form of AutoText that supports images!

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16

I wonder if there is a way to do this similar to the AutoText function? If not, definitely something Prophix should add!

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17

Perhaps if it is a ‘step’ process … if it can be done in MS365 and you have the ability to link your Prophix to SharePoint auto update the MS365 report and distribute via TEAMS … maybe? Currently our financial reports from Prophix do not have a logo … a logo can be accomplished with MS365 PPT or XL … and Prophix connects to both.

18

I would love to see Prophix add some form of AutoText that supports images!

19

Children’s Aid actually has the logo in a flat file that we import for our documents.

20

This feature would be useful