About this feature: The Client News section acts like an electronic bulletin board that clients will be able to see directly on their homepage as they log in. This is a great place to post announcements and to provide any information that is relevant to clients.
Add/Edit Client News
- Go to Communicate, then click on “News” found in the sidebar
- Click the “Client” tab
- Click the [Add] button if no content exists, or click the [Edit] button to change content
- Enter and format any text, as desired. You can also add images, links to files and videos
- The News will display to clients in all organizations in your enterprise
- Optional: Check “Show this message to accepted clients only” to make content only visible to clients with “Accepted” status.
- Optional: Check “Add a scroll bar to the message if it is very long” to keep the section compact
- Click the [Save] button
Delete Client News
- Go to Communicate, then click on “News” found in the sidebar
- Click the “Client” tab
- Click the [Clear] button
- Click the [Clear Message] to confirm
Note: Once you have cleared the news contents, it cannot be retrieved.