Difference between revisions of "Set Default Web Display Options for Reps"
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(Created page with "<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FU0HA">Setting the default display preferences for reps will automatically apply the...") |
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| − | <div style="font-family: | + | <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> |
| − | <div style="color: #5F497A; font-family: | + | <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> |
<div style="margin-left: 18pt;"> | <div style="margin-left: 18pt;"> | ||
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">4. </div></td> |
| − | <td><div style="font-family: | + | <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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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">5. </div></td> |
| − | <td><div style="font-family: | + | <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> |
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| − | <div style="color: #5F497A; font-family: | + | <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> |
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| − | <div style="font-family: | + | <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: | + | <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: | + | <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;"> | <div style="margin-left: 18pt;margin-bottom: 12pt;"> | ||
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
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| − | <td style="width: 18pt"><div style="font-family: | + | <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: | + | <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> |
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Revision as of 21:42, 19 December 2015
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.
Set Default Web Display Options for Reps
4. |
In Setup, under Member Options, click Define Default Rep Preferences. |
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.
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Figure x-x Default Rep Display Preferences
Notes:
 |
An individual rep’s preferences can be changed anytime. See Determine what rep info is seen in the Member Information Center |
