Finding Photos & Media Files for a Customer


In BodyShop Booster CRM, you can easily access various types of media such as images, voicemails, videos, estimates, attachments, and files. Here's how:

  1. Log into the CRM
    • Open BodyShop Booster CRM and log in with your credentials.

      Go to the Customer Profile

    • Navigate to the Customer List or use the search bar to find the specific customer.
    • Click on the customer's profile to open their details.

      Access the Media Section

    • Within the customer profile, look for the Files Icon (Top right corner)
    • Here, you’ll find categorized options such as:
      • Media: including images, video, audio and documents.
      • Estimate Files: Current and past
      • E-Sign Forms: Signed and unsigned
      • Activity logs: System activity logs of the repair record

        View or Download Media

    • Click on the specific file or media you want to access.
    • Depending on the type of media, you can:
      • Preview it directly in the CRM by clicking on the image. Within the preview there are several options to re-format the image.
    • If you click the 3 dots to the right of the image you can also
      • Locate it in the cimmunication panel
      • Share it with the customer or team members as needed via emai
      • Download it to your device.
      • Rename the image or file
      • Hide from Partners (if applicable)
      • Delete

Upload New Media (Optional)

    • If you need to add new media, look for an Upload button in the same section.
    • Select the file from your device and upload it to the customer’s profile.




Here are the step-by-step instructions:

1. Click on the customer record.

Click on the customer record.

2. Click on the repair record.

Click on the repair record.

3. Click on Files icon in the top right corner.

Click on Files icon in the top right corner.

4. This will show Media, Estimates and eSign Forms.

This will show Media, Estimates and eSign Forms.


3. All of the files, photos, etc that are attached to this record will appear under Media.

4. You can select files to share or download by clicking SELECT MEDIA.

5. Mark the files, or click Select All, and click the SHARE icon.

6. Type who you want to share via email, and click SEND.

7. You can also download any of these files by clicking the DOWNLOAD icon.

8. To view any file, just click on it and it will open.

9. For example, when I opened this photo, I am able to see the details much better.

10. To close, just click the X.

11. To view where a file is click on the NAVIGATE button. This will bring you back to where it is located in the customer's history.

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