Client Homepage Message - New / Edit / Delete

What is a Personal Message to a Client?

A Personal Message to a Client is a posting that appears on the client’s home page when they log in to

New / Edit

  1. Type part of the client’s name in the Quick Search bar at the top on the right side of the screen.
  2. Click on the person’s name when it appears in the list.
  3. In the “Communications” tab, click on the “Personal Message” section.
  4. Enter the desired text or edit the current text (text only, no images, no formatting). The text will display on the client’s home page in the “Personal Message” section.
  5. Click the [Save] button

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