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My Matrix Customization

Matrix allows for many customization options that you can use to control the communcations that are sent out to your clients. This page covers all the different options you can use to meet your customization goals.

You can access these options from the ‘My Matrix’ tab. Click My Matrix, then click Settings to get started.

While working on customizing your Matrix, please use the ‘?‘ icon to bring up detailed information about each item.

My Matrix Information

The My Matrix Information section allows you to review and change your information. Some of these fields are pulled directly from our records. If you want to change or update your information, we recommend contacting us so we can update our system. Otherwise, feel free to check the ‘Override’ box to make the change yourself. Please note that making the change yourself does not automatically update your information on our internal system.

Once you’ve completed updating your information, please click the green Save button to submit your changes.

My Matrix Header & Footer

This section allows you to set up a header & footer for your communications out from Matrix. The header & footer will appear on the Client Portal, printed reports, Auto Emails, and direct emails out from Matrix.

You can choose from 7 different pre-set templates, upload your own custom image, or disable the header & footer completely.

Disable the Header & Footer

Select the option for “I choose not to use a header/footer at this time” to disable the use of the header & footer. Remember to click the green Save button at the bottom of the page to save your selection.

Upload Custom Header/Footer Images

Many of you will want to use a customized image for your header or footer. This is a great option that allows you to make use of your company’s logo or any image of your choosing.

From the Header & Footer tab, select the “Upload Custom Header/Footer Images” option, then click the green Upload Images button at the bottom of the page.

You will see 3 sub-sections – Header, Print Header, and Print Footer.

Header

The Header appears on the Client Portal and all emails that are sent out from Matrix.

Use the Browse button to select the Header image you’d like to use. Note that an image size of 745 x 85 pixels is required. This requirement ensures that your custom header image fits properly within your communications.

You can also change the foreground and background colors. Foreground color controls the color of the text, while Background Color controls the color behind the header. Click the colored box to select a color. You can also manually enter in the hex code of the color you want to use.

Print Header and Print Footer

The Print Header & Footer will appear on reports printed from within Matrix.

Use the Browse button to select the Print Header & Footer image. Note than an image size of 670 x 85 pixels is required. This requirement ensures that your custom image fits properly within your reports.

When you have completed setting up your Custom Header/Footer images, click the green Save button at the bottom of the page.

Mobile Header

The Mobile Header is a new feature on this version of Matrix. This header will appear on all communications that are being viewed from a mobile device, such as a phone or tablet.

Use the drop-down menus on the right to select which information to display. The information here is pulled from your My Matrix Information section. As you make your selections, you will see the Mobile Header preview update automatically.

You can also choose to display a photo. Select ‘Use Custom Photo’, then click the ‘Upload photo’ link to use this option.

Remember to click the green Save button at the bottom of the page to save your settings.

CMA Cover Sheet

The CMA Cover Sheet section allows you to set up how your cover sheet will appear on Full CMAs done from within Matrix. As with the Information section, some of the fields may have been automatically pulled from our system. You can change these fields by checking the ‘Override’ box to the right.

You can also upload a custom photo of your choosing. Use the Upload photo link to the left of the page, and follow the on screen instructions to upload a photo to your CMA Cover Sheet.

Portal Information

The Portal Information settings allow you to manage the information displayed on the welcome page of your client portal.

Use the drop-down menus on the right to select which information to display. The information here is pulled from your My Matrix Information section. As you make your selections, you will see the Portal Information preview update automatically.

Don’t forget to click the green Save button when you’ve finished setting up this section.


Portal Greeting

The Portal Greeting is what your clients will see everytime they visit the Client Portal. These settings are accessed on the My Matrix menu. Just click Portal Greeting on the My Matrix menu to access these settings.

Click on the image above to see a larger example of the Portal Greeting screen.

Note that your Portal Greeting will appear the same to every client. You will want to use general messaging for this.

Showing on the left is a section that allows you to choose either No Photo or Use Custom Photo. This photo will appear as part of your Portal Greeting. If you would like to use a custom photo, first select this option, then click Upload Photo. You will be taken to a separate page that allows you to pick and choose the photo you want to use.

The main section has a drop-down menu that allows you to choose how your clients will see their name. The name in the example, “John Smith” will be replaced by the name you have set up for your client. Remember to capitalize when setting up your client, so their name appears in the correct format. You can also choose the blank option to have no greeting or names appear.

Use the large field to enter in your Portal Greeting. Again, when writing out your Portal Greeting, please remember that this messaging will appear on every client portal. When you have finished will all your settings, click the green Save button at the bottom of the screen

Email Signature

The Email Signature section allows you to customize the signature that displays at the bottom of all emails sent out from Matrix.

A standard formatting toolbar has been included to help you create the perfect email signature. Hovering your mouse over the icons for a moment will show what each icon does.

Once you’ve completed updating your information, please click the green Save button to submit your changes.

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