Fullscreen Image

Creating a Logo Field in Lucernex

This guide will take you step-by-step through the procedures necessary to add or update a firm logo field in the system.

Note:

These procedures are primarily intended for system administrators. If you do not have access to the settings described below and you believe you should, contact your system administrator.

ClosedImage Specifications & Recommendations

The following sections outline our recommendations for logo images.

ClosedImage Sources

  • Ask your marketing department for an appropriate file.

    This is our best practice recommendation.

  • Download your logo from Lucernex.

    If you are updating your logo from what was previously uploaded to Lucernex, start from the image displayed in the user interface, not with one used in the sales letter. We recommend this because sales letter logos are usually too large to be displayed in the user interface.

  • Pull your company’s logo from existing template documents.

  • Search online for your company’s logo.

See the Image Modification section if you need to modify your logo.

ClosedFile Formats

  • PNG (preferred)

    • best when transparency is needed

    • best for images with text or sharply contrasting edges

  • GIF

    • offers transparency, but not as good as PNG

  • JPG/JPEG

    • offers the greatest color palette, which is usually only needed for photographs

ClosedDimensions

  • Preferred

    • width: 25 – 200 pixels

    • height: 25 pixels or less

  • Maximum

    • width: 240 pixels

    • height: 42 pixels

Note:

If these sizes are too restrictive for your logo, we can discuss more advanced styling options.

ClosedImage Modification

The following sections describe actions you might want to take to modify your logo image.

ClosedChange File Formats

If you do not have access to a logo in one of the acceptable formats—PNG, GIF, or JPG—you can often change the file format using applications that already exist on your computer. If not, you can search online for a free tool, using search terms such as “convert TIF to PNG online for free”.

ClosedResize

Some logos may be too large to display online. You will want to resize your logo without reducing image quality or distorting the aspect ratio (relative dimensions). You may do this with applications that already exist on your computer or free online tools. Whichever tool you use, make sure you know how to keep a high resolution and lock the aspect ratio before making your adjustments.

ClosedAdd Transparency

Some logos have background colors that don’t look good on Lucernex’s blue header. To eliminate the background, you will need to make it transparent.

Note:

JPG/JPEG file formats do not allow transparency.

ClosedModification Resources

Pre-Installed Applications on Your Computer

  • Windows Systems

    • Paint

    • Photos

  • Apple Systems

    • Preview

    • Photos (different from the Windows version)

Full-Featured OpenSource Options

These tools allow you to perform all functions needed for these procedures, but they have high learning curves.

Simple Online Tools

  • Lunapic. com – allows you to do all functions needed for these procedures, and the transparency functionality is the best out of all the options here

  • Simpleimageresizer. com – allows you to change file formats and resize

  • Online-convert. com – allows you to change file formats and resize, but resizing is not intuitive

ClosedAdd a Logo Field

To add a logo field:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage Data Fields link in the Company Administration column.

    The Manage Data Fields page opens.

  3. Click A small, white, square button with a plus symbol in its center. next to the Program Summary Information parent group.

  4. Click A small, white, square button with a plus symbol in its center. next to the Program Summary Information sub-group.

  5. Click Add Field in the right-most column of the Program Summary Information sub-group row.

    A window opens.

  6. Complete the fields as follows:

    • Label: Enter the label in the format CompanyName UI Logo.

      UI is shorthand for user interface, which is everything you see when interacting with an application.

    • Field Name: Enter the field name according to your company’s field naming convention.

      For example, UDF_UILogo.

    • Table Association: Select Program from the field.

    • Global Form Field Type: Select sTYPE_FIRM_LOGO from this field.

      Note:

      No change is required to the following fields: Required? option, Read Only? option, Data Group field, and Default Value field.

  7. Click Add.

    The window closes. The field is created. The next step is to add an image to the field.

  8. Click A small, white, square button with a plus symbol in its center. next to the Program Summary Information parent group.

  9. Click A small, white, square button with a plus symbol in its center. next to the Program Summary Information sub-group.

  10. Click Edit.

    This link appears in the row for the logo field you created.

    A window opens. The data for the logo appears in the window.

  11. Click Upload Logo .

    This appears below the Data Group field. When uploading to a field that already has an image associated with it, the image will load above the Upload Logo. It may take a few seconds to load the image.

    An upload dialog box opens.

  12. Click Choose File .

    Your system upload dialog box opens.

  13. Select the file you want to upload.

    The system upload dialog box closes.

  14. Click Upload.

    The file is uploaded.

Accruent logo in white text.

© Copyright Accruent 2025Privacy PolicyTerms of UseLegal