If you are not already using this functionality, you will need to enable it first. To do this you should click the link on the existing custom text screen (highlighted below).

NOTE: Once you have upgraded to the new editor, you will not be able to revert to the old one. You existing custom text is not affected.

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This is feature is not available for Core clients, you will not see this option in your menu. 

Custom Text Screens

Above the menu you will see> Custom Text. You will be presented with a list of screens where custom text can be added, similar to the below.

...

<div data-carousel-delay="3000" data-carousel-height="200" data-carousel-width="1200" id="carousel">

    <div class="cover" style="font-family:gotham; font-size:15px;">

        <div class="carouselpanel">

            <table>

                <tbody>

                    <tr>

                        <td>

                            <img border="0" height="200px" src="/uploadedImage/view/image1.png" width="900px" /></td>

                        <td style="padding:20px;">

                            <p style="font-size:20px; padding-bottom:20px;">

                                1 Lorem Dolor Ipsum...</p>

                            <p>

                                Lorem ipsum dolor sit amet, consectetur adipiscing elit</p>

                                        </td>

                    </tr>

                </tbody>

            </table>

        </div>                

        <div class="carouselpanel">

            <table>

                <tbody>

                    <tr>

                        <td style="padding:20px;">

                            <p style="font-size:20px; padding-bottom:20px;">

                                2 Lorem Dolor Ipsum...</p>

                            <p>

                                Etiam tempor condimentum tristique.</p>

                        </td>

                        <td>

                            <img border="0" height="200px" src="/uploadedImage/view/image2.png" width="900px" /></td>

                    </tr>

                </tbody>

            </table>

        </div>

    </div>

</div>

Bespoke Contractor Dashboards  -

If you would like this feature enabled please get in touch with our Client Account Management Team.

We have introduced a new feature allowing you to have different custom text homepages for specific groups of contractors, this gives you greater flexibility on the information you want to provide your contractors with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor. You will have the ability to create multiple bespoke custom text screens.

How does it work?

Make sure you have your financial tags set up in the first instance. 

Custom Text Screen Steps:

Click on the System Configuration Cog in the top righthand corner, within the Appearance panel click on Custom Text  

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Scroll down to the bottom of the page and select Worker Dashboard under the Dashboard heading. Create your custom text.

If you wish to have the dashboard widgets available please make sure you enter [summary] below your custom text.

Untick visible to all users and select the appropriate tag value. Click Save Template.

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You will see all custom text screens you have set up under the dashboard panel.

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Any contractor with the same financial tag will see the appropriate custom text screen.

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The custom text worker dashboards can be deleted or edited. Workers without any financial tags, will get the default worker dashboard without custom text. You can also can the worker's financial tag and this will chance their custom text screen accordingly. 

Related Topics

Custom Text Screens