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Include Custom Header

This client views setting allows you to include introductory text as a header at the beginning of the Service Team client portal page.

For example, this firm has created a generic welcome message displayed at the top of the Service Team page.

Click here...	To do this...
	Set selected text as bold, italic, or underlined.
	Set the justification for selected text—either left, center, right, or full.
	Include a bulleted or numbered list in your text.
	Indent your text.
	Insert a link, and then enter details in the resulting popup window.

For more information on the Service Teams client portal page, see Client Views - Service Team Page.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals