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:
1. Hover over ‘My Matrix’ and select ‘My Information’
2. Select ‘Header & Footer
3. 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).
4. Click ‘Preview’
5. To upload a personal photo, select ‘Use Custom Photo’ and click ‘Change Photo’
6. Click ‘Browse’ to select a photo from your computer
7. Click ‘Save'
8. To change the foreground or background colors, click the respective color field and move the circle to select a color
9. To apply and save your changes, click ‘Save’.