Spring is a time for fresh starts so why not ‘freshen up’ your header in Matrix. It’s easy to select a new template so your reports and Client Portal look polished and exciting for the 2017 selling season. Don’t forget to include a photo! Here’s how:
- Hover over ‘My Matrix’ and select ‘My Information’
- Select ‘Header & Footer
- Select a header and click the radio button next to the header of interest (if you have previously selected a header, you will need to click “Select a different package” before you can choose a new one).
- Click ‘Preview’
- To upload a personal photo, select ‘Use Custom Photo’ and click ‘Change Photo’
- Click ‘Browse’ to select a photo from your computer
- Click ‘Save’
- To change the foreground or background colors, click the respective color field and move the circle to select a color
- To apply and save your changes, click ‘Save’.