Menu for External Links If the links are grouped under a enter the name of the here, as it should appear in the main menu. If left blank, the menu item defaults to External Links. Click Save to save the settings. Select External Links in the Screens widget. The External Links page opens with a list of all links attached to the current portal. Tip: By default, only Active links are displayed. Clear the filter in the Status column to view all links. Click a link in the Name column to view an existing link, or click Create to add a new link. The External Links page opens. Checking the box next to a link and clicking Deactivate makes the link inactive, and it does not appear in the menu unless the filter is cleared from the Status column.
</DistributorInfo> </Distributor> </Distributors> Distributor Import XML Details Distributor The Distributor section, including its closing tag </Distributor>, contains all of the information for one distributor. The entire section can be repeated as many times as necessary to upload multiple distributors. (required) Insert the Code to identify the distributor. The code must be unique when importing a new distributor. If a distributor exists in the system with the same code, that distributor will be updated with the provided information. PrimaryRole (optional) Both the Code and the value for this line should be Distributor. AddressInfo Address (optional) Insert the street address for the distributor. City (optional) Insert the city name for the distributor. State (optional) Insert the state Code for the distributor. Country (optional) Insert the country Code for the distributor. Zip (optional) Insert the Zip Code or Postal Code for the distributor. CommunicationInfo Phone (optional) Insert the number for the distributor. Fax (optional) Insert the fax number for the distributor. (optional) Insert the address for the distributor. Website (optional) Insert the URL for the distributor's website. CompanyInfo
CoverageType XML node 102 Create button 7, 16, 19, 22, 26, 28, 32, 34, 54, 59 Create Company button 2 Create Individual button 8 Created By field 7, 12, 19, 26, 32, 39, 53, 56, 61 Creating a New Client Company 2 Creating a New Distributor Company 15 Creating a New Individual Client 8 Creating a New Insurer Company 22 Creating a New Licensee Office 28 Creating a New Portal 54 Creating a New User Account 34 Cultural Settings field 36 Custom (language) columns 72 Custom Domain field 52, 55 Custom Labels 71 Custom Labels page 71, 73 Custom Language menu item 71, 73 Custom Menu Items page 58 Custom Portal Content 67 Customizing Password E-mails 43 D Data Import 45, 94 Data Import button 45 Data Import menu item 45 Date Picker control type 100 Deactivate button 13, 20, 27, 33, 40, 59 Deactivating a Client 13 Deactivating a Distributor Company 20 Deactivating a Licensee Office 33 Deactivating a User Account 39 Deactivating an Insurer Company 27 Deductible XML node 103 Deductibles XML node 103 DeductibleType XML node 103 Default Commission field 17 Default Risk field 24 Defining the Appearance of a Portal 62 Description field 52, 54 Description XML node 103 Designate as Bill To button 5, 8, 10, 12, 17, 19 Distributor Change History panel 6, 11 Distributor Code 17 Distributor field 2, 6, 8, 11, 44 Distributor Import XML Details 105 Distributor Import XML Sample 103 Distributor Information page 16 Distributor List panel 15, 18, 20 Distributor Owner 6 Distributor Owner panel 2, 8 Distributor Parameters panel 17 Distributor XML node 99, 103, 105 DistributorInfo XML node 105 Distributors menu item 15, 18, 20 Distributors XML node 99 Drop Down control type 100 E Effective Date column 47 EffectiveDate XML node 99 E-mail column 41 E-mail field 5, 9, 10, 12, 35 Email XML node 105 Employee Number field 4, 35 Errors column 48, 49 Export button 71 Export Grid button 48, 49 Export Grid menu 46, 48, 50 Export Now option 46, 48, 50 Exporting a Language File 71 External Links page 59 F Fax field 3, 16, 23, 29 Fax XML node 99, 105 Field XML node 100, 101 Fields XML node 99 First Name column 41
Rich Text control type 100 Role Type column 42 S Save & Close button 8, 12, 19, 26, 32, 39, 44, 53, 57, 61 Save button 8, 12, 19, 26, 32, 39, 44, 53, 57, 59, 61, 66, 69, 72, 76 Screen Header and Widget Header colors 89 Screen Header Text and Widget Header Text colors 88 Screens widget 53, 56, 57, 58, 59, 62, 67 Search / List menu item 5, 10, 13 Security Role field 60 Security Role Selection 60 Security Roles column 42 Security Roles field 37 Security Roles panel 37 Select an E-mail Template for each Password E-mail panel 43 Select File to Import field 74 Select Language to Export field 71 Self Registration field 43 Self-Registration page 68 Self-Registration Page 69 Self-Registration Page content area 68 Self-Registration Page Left content area 68 Self-Registration Page Right content area 68 Sequence field 60 Sequence XML node 101 Set Password page 67, 68 Side Columns 69 Single Sign-On Only checkbox 36 Single Sign-On Settings panel 35 Skin field 62 Standard (language) column 72 State field 2, 8 State XML node 99, 105 Status column 47, 49, 59 Status panel 7, 12, 19, 26, 32, 38, 53, 56, 61 T Tax XML node 103 Taxes XML node 102 Term ID / Policy No. column 47 TermAmount XML node 102 Test status 13, 39 Text Area control type 100 Text Box control type 100 Text XML node 101, 102 Textbox (Decimal) control type 100 Textbox (Email) control type 100 Textbox (Integer) control type 100 Transaction Import XML Details 98 Transaction Import XML Sample 94 TransactionStatus XML node 99 TransactionType XML node 99 Type column 5, 10, 42 Type field 29, 45 U URL Extension field 55 URL field 52, 55, 60 URL 52, 55 Use Browser Settings checkbox 36 User Details panel 36 User ID field 36 User Information page 34 User List panel 34, 38, 39, 40, 41 User panel 4, 9, 35 User Preferences panel 36 User Status column 42 Users & Roles Report 41 Users & Roles Report button 41 menu item 34, 38, 39, 40, 41 panel 7, 19, 26, 32 V ValidUntilDate XML node 99 Viewing and Modifying a Client Company 5 Viewing and Modifying a Distributor Company 18