Matrix: How to Add/Modify the Header & Footer option in Matrix

Within the Matrix program you can add a custom Header and Footer option to your account, which is displayed on your contacts Portals and available when you print displays and reports. You can 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 New Pro Home Page, click on the Search button and select Matrix.

 


 2) On the right hand side of the page, click on the drop down menu located next to your name. Then, select “Settings”. 

 

2.1) Select the "My Information" button.


3) Under My Information go to Header & Footer.





Change Current Banner Image
To modify your branding, you can select a different banner image or upload your own custom banner.

4) If you wish to change the banner image, click the link directly below the current banner that says “Select a different banner image/theme.”
 



5) The next screen will show you all the available images that you can select from. Find the image that you want and select it on the left side, and then click on Preview.



6) After clicking preview you will see your new banner. 
If you would prefer to upload a custom banner image, click on the link that says "Upload a custom banner image".



7) Below the banner you will have the option to upload your personal photo to display in the banner. To do this, click on "Use Custom Photo".

8) In the “Branding” section you can select up to 5 items about yourself to appear in the banner.

9) You can change the colors of the text by selecting "Use custom colors".


 
 
 

Print Footer

Adding a Footer will display information at the bottom of reports and displays


10) After you have selected your banner, added your personal photo, and have selected your Branding Information, you may also choose to display a footer at the bottom of your reports.
Scroll down to the "Print Footer" section.
If you wish to include Footer information click on “Yes, I want a Print Footer”



11) The footer section also has a Branding section that allows you to select up to 4 items about yourself to be included on the footer.

12) When finished click on Save at the very bottom of the page.

 

 
How to Modify Branding Section Information
 

1) If you need to modify the information that appears in the Branding Section of the Header & Footer tab, click the “Information” tab.

 


2) You can update your information here.
You may need to check the on the “Override” box on the right side of the page to change a field.

 

3. When done, be sure to click on "Save" at the bottom of the page.