- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- In the “Communications” tab, click on the “Personal Message” sub-tab
- Enter the desired text or edit the current text (text only, no images or formatting)
- The text will display on the client’s home page in the “Personal Message” section
- Click the [Save] button