Difference between revisions of "Set Default Web Display Options for Reps"

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<div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FU0HA">Setting the default display preferences for reps will automatically apply these preferences to every new representative created in the database on an active or courtesy member. These settings determine how much of a rep’s information will be displayed to the public in your website’s Business Directory and in the Member Information Center.</span></div>
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Setting the default display preferences for reps will automatically apply these preferences to every new representative created in the database on an active or courtesy member. These settings determine how much of a rep’s information will be displayed to the public in your website’s Business Directory and in the Member Information Center.
<div style="color: #5F497A; font-family: Arial; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0EU0HA">Set Default Web Display Options for Reps</span></div>
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<div style="margin-left: 18pt;">
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#Click '''Setup''' in the left hand navigation panel.
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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#Click '''Define Default Rep Preferences''' in the '''Member Options''' section.
    <tr valign="baseline">
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#:[[File:Rep Defaults.jpg|800px|center]]
      <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">4. </div></td>
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#Select the checkbox next to each piece of information that should be displayed in the Public Directory and Member Information Center Directory.
      <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0DU0HA">In </span><span style="font-weight: bold;">Setup</span>, under <span style="font-weight: bold;">Member Options</span>, click <span style="font-weight: bold;">Define Default Rep Preferences</span>. </div></td>
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#Click '''Save'''.
    </tr>
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  </table>
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</div>
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{| class="wikitable"
<table style="border-collapse: collapse; margin-left: -5.4pt; padding-bottom: 0pt; padding-left: 0pt; padding-right: 0pt; padding-top: 0pt; width: 384.5pt;" cellspacing="0" summary="">
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|-
  <tr>
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|
    <td style="padding-left: 0pt; padding-right: 0pt; vertical-align: bottom; width: 384.5pt;">
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[[File:Smallest.png|25px]]
      <div style="margin-left: 18pt;">
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| style="width: 100%"| '''NOTE:''' These defaults will apply to all new reps you create with the exception of reps added via the Membership Application. Setting these defaults will not change the display preferences of current reps.
        <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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|}
          <tr valign="baseline">
 
            <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">5. </div></td>
 
            <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0EBAA0CU0HA">Select the checkbox next to each piece of information that should be displayed in the Public Directory and Member Information Center Directory. Leave a checkbox blank if that field should not be displayed.</span></div></td>
 
          </tr>
 
        </table>
 
      </div>
 
      <div style="color: #5F497A; font-family: Arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0EAAA0CU0HA">These defaults will apply to all new reps you create with the exception of reps added via the Membership Application. Setting these defaults will not change the display preferences of current reps. </span></div>
 
    </td>
 
  </tr>
 
</table>
 
<div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt; text-align: justify;"><span id="wwpID0E0BU0HA">[[Image:Member_Management-Set_Default_Web_Display_Options_for_Reps-MemberManagement.1.38.1.jpg]]</span></div>
 
<div style="font-family: Arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0AU0HA">Figure x-x</span></span> Default Rep Display Preferences</div>
 
<div style="color: #5F497A; font-family: Arial; font-size: 11pt; font-weight: bold; margin-left: 0pt; margin-top: 6pt;"><span id="wwpID0E06T0HA">Notes:</span></div>
 
<div style="margin-left: 18pt;margin-bottom: 12pt;">
 
  <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
    <tr valign="baseline">
 
      <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
      <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E05T0HA">An individual rep’s preferences can be changed anytime. See Determine what rep info is seen in the Member Information Center</span></div></td>
 
    </tr>
 
  </table>
 
</div>
 

Latest revision as of 19:58, 4 December 2019

Setting the default display preferences for reps will automatically apply these preferences to every new representative created in the database on an active or courtesy member. These settings determine how much of a rep’s information will be displayed to the public in your website’s Business Directory and in the Member Information Center.

  1. Click Setup in the left hand navigation panel.
  2. Click Define Default Rep Preferences in the Member Options section.
    Rep Defaults.jpg
  3. Select the checkbox next to each piece of information that should be displayed in the Public Directory and Member Information Center Directory.
  4. Click Save.


Smallest.png

NOTE: These defaults will apply to all new reps you create with the exception of reps added via the Membership Application. Setting these defaults will not change the display preferences of current reps.