3.5 Add/Edit Service Providers

 

This section has 4 tabs: Manage Category, Add/Edit Service Providers, Edit “No Provider" Message, and Edit “Disclaimer” Message.  You can add your favorite service providers to your website for your clients to reference.  Service providers display on your website under the About the Area tab and are sorted by category in alphabetical order.  If you do not have any service providers to list here, you have the option to enter a vendor disclaimer or message to display.

 

NOTE: You must first create a service provider category and then you can add the individual service provider and their contact information under each category.  All vendors must be assigned a category in order to display on the Service Providers page of your website. 

 

Manage Category

  1. Click the Manage Category tab.
  1. Click the Add or Edit Vendor drop-down list arrow and select Add Category to add a new category.  You can also select a previously added vendor category you want to edit.   Click the Add button to apply a set of default categories.
  1. Enter a category name in the Vendor Category field.
  1. Click the Save button to save the service providers you added.  Make sure the Save Successful displays on the screen.  To delete a previously added category, select the category from the Add or Edit drop-down list and click the Delete button.
  1. Continue to the Add/Edit Service Providers tab; click Next 3.6 to go to the next page of the Agent Website Administration Tool or click one of the left navigation links to go directly to the next section of your choice.

 

NOTE: * marks required fields and must be completed or you will not be able to save this form.

Add/Edit Service Providers

  1. Click the Add/Edit Service Providers tab.
  1. Complete the service provider fields. See the table below for detailed service provider field descriptions.

Field

Description

Add or Edit Vendor

Select to add or edit the vendor.

Vendor Category*

Select a category name for a group of your service providers

Company*

Enter the vendor's information in the appropriate fields.

Vendor Image

Select the appropriate image (previously saved in the Photo Library) from the drop-down list.  Click the Go to Manage Photo Library button to upload an image to your library and then return to this section to add the image you want to display for your vendor.

Name

Enter the name of your main contact at this company or your vendor's name.

Address

Enter the address of the service provider.

Phone

Enter the phone number of the service provider.

Mobile

Enter the mobile number of the service provider, if applicable.

Toll Free Phone

Enter the toll free number of the service provider, if applicable.

Pager

Enter the pager number of the service provider, if applicable.

Fax

Enter the fax number of the service provider, if applicable.

Email

Enter the email address of the service provider, if applicable.

Website

Enter website address of the service provider, if applicable.  You must enter the appropriate protocol (e.g., http:// or https://).

 

  1. Click the Save button to save the service providers you added.  Make sure the Save Successful displays on the screen.  To delete a previously added category, select the category from the Add or Edit drop-down list and click the Delete button.
  1. If you do not have any service providers added your website, click the Edit “No Provider ” Message tab to go to that screen.  

You can also click Next 3.6 to go to the next page of the Agent Website Administration Tool or click one of the left navigation links to go directly to the next section of your choice.

 

Tips

Tips and Tricks: Once you’ve added your service providers, you might want to let these vendors know you have added them to your website and that you are advertising for them. It helps develop a good relationship with them and hopefully they’ll return the favor by referring business to you!  Be sure to ask them to add a link to your site on their site if they have one.

 

Edit “No Provider ” Message

 

  1. Click the Edit “No Provider ” Message tab.
  1. Enter and/or edit the message that will display on the Service Providers page using the formatting tools as needed.  See the table below for descriptions of formatting options.
  1. Click the Save button to save your message.  Make sure the Save Successful displays on the screen.  Or click the Delete button to remove the message.
  1. Click the Edit “Disclaimer” Message tab to go to that screen.  

You can also click Next 3.6 to go to the next page of the Agent Website Administration Tool or click one of the left navigation links to go directly to the next section of your choice.

 

Edit “Disclaimer” Message

 

  1. Click the Edit “Disclaimer” Message tab.
  1. Enter or edit the message that will display on the Service Providers page using the formatting tools as needed.  See the table below for descriptions of formatting tools.
  1. Click the Save button to save your selections.  Make sure the Save Successful displays on the screen.  Or click the Delete button to remove the message
  1. Click Next 3.6 to go to the next page of the Agent Website Administration Tool.

Or

Click one of the left navigation links to go directly to the next section of your choice.

 

Formatting Icon

Name

Description

Source
Allows you to edit the source code.
Preview
Opens a preview page of how your text will look.
Cut
Highlight the text and then cut it.  This will remove the text and you then have the option to paste the test in another place.
Copy
Highlight the text and then copy it.  This will allow you to then paste the text.
Paste
Pastes text.  You must first highlight the text, and then cut or copy the text before you can paste it.
Paste Plain Text
Pastes as plain text.  You must first highlight the text, and then cut or copy the text before you can paste it.
Paste from word
Pastes from MS Word.  You must first highlight the text, and then cut or copy the text before you can paste it.
Print
Opens the Print screen for you to select the print options.
Undo
Undoes your last action.  For example, if you cut text by mistake, click this icon to remove the cut action.
Redo
Redoes your last action.  For example, if you selected undo by mistake, you can select redo to redo the action.
Find
Opens a Find screen for you to select what you want to find.  For example: word, phrase, etc.
Replace
After performing the Find function, the option allows you to replace what you find with another word or phrase.
Select All
Selects all items on a page.
Remove Format
Removes the existing format and reverts back to the default format.
Bold
Inserts a bold font style.
Italic
Inserts an italic font style.
Underline
Inserts an underline font style.
Strike Through
Inserts a strike through font style.
Subscript
Inserts a subscript font style.
Superscript
Inserts a superscript font style.
Numbered List
Inserts a numbered list.
Bulleted List
Inserts a bulleted list.
Decrease Indent
Decreases an indented line.
Increase Indent
Increases an indented line.
Align Left
Aligns in a left format.
Center
Aligns in a center format.
Align Right
Aligns in a right format.
Justify
Aligns in a justified format.
Insert Link
Inserts a hyperlink.
Remove Link
Removes the existing hyperlink.
Insert/Edit Image
Inserts and/or edits an image.

Insert/Edit Table

Inserts and/or edits a table.
Insert Horizontal Line
Inserts a horizontal line option.
Insert Smiley
Inserts a smiley option.
Text Color
Inserts a text color.
Background Color
Inserts a background color.
Maximize the Editor Size
Maximizes the editor to full screen. (Click icon again to restore to normal size.)
About FCK Editor
Opens the About FCK Editor.
Templates
Opens content templates for you to select a template and then customize.
Format Style
Inserts a format style.
Font Style
Inserts a font style.
Font Size
Inserts a font size.