BEFORE YOU PROCEED: This method is only available to technical people that have access to the server’s folder structure.
I’ve had a lot of clients over the years personalize their instance of Blackbaud CRM by giving it it’s own name and using their very own artwork. There are a number of image files that you can replace on the login screen and on the help/about screens [like the icon, and the banner at the top left] in order to achieve a more custom look and feel.
The out of box images are stored here: ~\bbappfxvrootbrowserclientbinimagesbrandbbec
You’ll want to make sure you match their specific sizes and image types to create a uniformed professional look, otherwise, things can end up skewed and out of place.
To protect yourself from upgrades/service packs/patches that may overwrite the images, you’ll also want to backup both the custom and original images. You can do this by creating two new folders inside of the location listed above. Name one ‘originalImages’ and the other ‘customImages’ [shown above]. Put a copy of the original images into the ‘originalImages’ folder and put custom images into both the root folder listed above and the into the ‘customImages’ folder. That way, after you run an upgrade/service pack/patch you can easily restore your custom images.
In order for the updated images to be displayed, the server’s app pools must be refreshed; for production environments, that will happen every night at the time configured by their infrastructure team.
Things to Remember:
- If you are running this in a production environment, make sure to update this on each CRM node.
- The images can only be accessed through the server’s folder structure, so you must have access to this folder in order to make these changes
- The images must be named exactly as they are shown, which is why I recommend using the folder structure set up in the photo.
- Updates will overwrite your changes so you’ll need to copy them back out of the ‘customImages’ folder.
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Chris Whisenhunt is a Senior Developer here at Zuri Group and has over 10 years of experience as a software developer and technical consultant. He specializes in Infinity CRM and BBIS development and is also the top contributor on Blackbaud’s developer network. Over the last 8 years, Chris has worked with over 35 nonprofits around the world.