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New Matrix 7.0 Header/Footer Tips

TIPS:



1: ADD/MODIFY YOUR HEADER AND FOOTER  

Within Matrix, you can add a custom header and footer to your account. The header and footer are displayed on your contacts portal and are available when you print and send reports. You may select from a large library of banner images for your header,
each with a complimentary color scheme for your personal branding, or you can upload your own custom banner image. You can also customize your Print Footer.

 

1)    From the Pro portal click Matrix Dashboard.

2)   Hover over the “My Matrix” tab with your cursor > click on “My Information” from the dropdown list > then Header & Footer.

3)    Select a different banner image or upload your own custom banner by clicking one of the options directly below the banner.

                       

4)    If you click on the first link (Select a different image/theme), you will see all the available images. Find the image that you want > select it on the left side > click on Preview. Now you can see your new banner. If you don’t like it, follow the same steps to select something else or click the second link to upload your own custom banner.

5) Under the banner, you have several options to add your photo, business information, and branding. 

 



TIP 2: PRINT YOUR FOOTER

You have the option of having information about yourself appear at the bottom of reports and displays.

1)    Click on “Yes, I want a Print Footer”.

2)    Similar to the header branding, you may also customize the appearance of the footer. Select items about yourself to be included in the footer. You may select a maximum of four elements.

3)    Remember to click on Save at the very bottom.

 



TIP 3: MODIFY THE INFORMATION IN THE BRANDING SECTION

1)   If you need to modify the information that appears in the branding section of the Header & Footer please first click “Information” next to the Header & Footer tab.

2)    Complete the form to update your information. Check the “Override” box on the right side of the page to change a field. Click the Save button.

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