A few months ago, I sent the following email off to a long-time customer:
Hi, Joe* –
I recently noticed that the colors on your policyIQ site have gotten a bit messed up. I took a moment this morning to readjust the color scheme so that your header and module bar colors match your logo and are no longer the glaring green color. I suspect that in making some other adjustment, the color codes were corrupted accidentally.
Please let me know if you have any questions!
Our team works hard to maintain our high standards of customer service, and this type of opportunity to be helpful and attentive to our clients is always a great experience. I was feeling so proud of myself. For about two hours. And then I received Joe’s reply.
Thanks for your help, Chris, but our team actually prefers the green color that they had selected. They felt that it stood out more clearly. Can you change it back?
Um…oops. *blushing* Thankfully, my client was gracious and didn’t point out that I had literally referred to their choice in colors as “messed up”. I’m hoping that he had a chuckle over it, although I didn’t have the courage to ask. I just quickly changed it all back and sent an apology.
Lesson learned: Ask first, be helpful later. And even though that particular client wasn’t in need of color-correction, I suspect that many of you might be less than thrilled with your current color scheme.
Do you know where to make changes to your policyIQ site colors and logo?
Did you even know that you could make changes to your policyIQ site colors? When we work with a brand new client through policyIQ site configuration, we always point out the area of your Setup module where Site Administrators can make adjustments to the color scheme, logo and log-on screen text. However, after the initial set up, this area is rarely revisited, and even more rarely discussed by policyIQ training or support.
It’s not that we’re trying to keep it a secret – it just doesn’t come up that often! We thought a blog post might be a good way to walk you through it!
1. Navigate to Setup > Site Setup > Site Style. (Note: This is only available to policyIQ Site Administrators.)
2. On the Site Style page to the right, you’ll see the existing logo, log-on screen text, and the colors that have been selected for your site. If you need to make changes, click Edit in the toolbar.
3. You can upload a new Logo if your company logo has changed – or if you have a better version of the image.
a. Logos used in policyIQ should be no more than 65 pixels high.
b. Logos with transparent or white backgrounds are ideal, as they do not require a custom Header Background Color.
c. We don’t recommend using a logo with a gradient or pattern in the background of the logo, because those become almost impossible to blend with your
Header Background Color.
4. The Header Color will be the color that will appear across the top – including under your logo. If your logo has a transparent background, you can select any color. However, if your Logo does have a colored background (including white or black), it is best to choose a Header Color that matches the background of the image, so that it blends and appears to be seamless.
(Basic photo editing software – including our favorite, SnagIt!, will provide tools that allow you to view the color codes for any color in an image. If you aren’t sure if you have a program that allows you to do this, or you don’t know how, just ask us! We’re happy to pull out the right color from your image for your header.)
For any of your color properties, you can click the Pick hyperlink to select a color from the color panel – or you simply enter the six-character hexadecimal code for that color into the field, preceded by the # sign. If you aren’t using a photo editing program to grab those hex codes, you can expand your choices by using an online site, such as this one.
5. The Header Text Color is simply the color of the text that appears in the header, the “Welcome: Chris Burd [Logoff]” text on the far right of the screen. Typically we find that white text on a dark background or black text on a light background is easiest on the eyes, although you are welcome to choose any color you like.
6. For your modules, you have a choice of both a Module Bar Start Color and a Module Bar End Color, allowing for the gradient that you see in the policyIQ module colors. These colors apply to the modules in the left navigation, as well as the title bar across all tables in policyIQ, and above all of the Dashboard panes.
If you want to use a gradient, we recommend starting with a color that is about medium (not too dark or light) and ending with black as your Module Bar End Color. With almost any standard color, this provides a smooth gradient to black. Our demo and training sites using a medium blue and end with black. (I’m a big fan of medium grey to black, as well, for a cool, modern, silvery look!)
Once updated, you will need to refresh your browser in order to see the updated colors.
7. The Module Bar Text Color should be obvious – the color of the text that appears on top of your module bars. If you use a gradient that ends in black, we recommend white text, as the modules will tend to be dark. If you use lighter colors, of course, you may prefer black text.
8. In addition to the site Colors and Logo, you can make adjustments here to your Company Name, Footer Text (which appears at the bottom of all emailed or printed policyIQ pages), and Log-On Screen Text (which appears before users log into policyIQ). You’ll also find Read-Only Dashboard Text, where you can define that your read-only users will see instead of the custom Dashboard that appears for Standard or Advanced Users. Later this week, we’ll provide some tips on updating your log-in screen text in a follow-up blog post.
Don’t feel creative? Seems too complicated?
First, don’t hesitate to try out some color combinations. It can actually be a lot of fun! But if you still think that perhaps you are better off leaving the color selection to someone else, don’t hesitate to reach out to us. We are happy to grab your latest logo or look at your new website style and update your policyIQ site to a coordinating color scheme!
If you aren’t a Site Administrator, consider forwarding this blog post to your policyIQ Site Administrator as an FYI. Just be careful not to insult the current color scheme unless you are absolutely sure that he’s not responsible for selecting the color! Trust me on that.
* Name changed to protect the innocent. And possibly colorblind.