The Customer Web Page Setup Tab

The Customer Web Page Setup tab contains the settings for controlling the look, feel, and content of your customer web pages. Changes made to the settings on the Customer Web Page Setup tab will not affect web pages that have already been published, but will affect existing web pages when updates are published to them.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Settings

From the Listings & Closings Settings screen, select the Customer Web Page Setup subtab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Settings

 

FIELDS AVAILABLE ON THIS SCREEN

FIELDSET

FIELD

COMMENTS

Photos

 

Available fields: Agent Photo, Company Logo.

The Photos fieldset contains a version of the Add Photo in-line control that enables you to specify the Agent Photo and Logo that appears on your Customer Web Pages. This is the only instance in Top Producer 8i where your picture and logo will not be determined by your settings in the My Account area.

Settings

Website

If you do not have a Top Producer Websites account, your customer web pages will be hosted on the Top Producer 8i servers. If you do have a Websites account, and you want to host your customer web pages on it, you must meet two conditions:

  • In your Top Producer Websites settings, make sure that the Customer Login option is available on your home page.

  • Enter your website URL.

When both dependencies are in place, you can test the connection between 8i and Websites by clicking the Test Link link.

If you selected the Top Producer Websites option above none of the following fields will be available.

Settings

Include cash expenses?

If Yes, will display the expenses from the service activities included in the latest service report.

Include showing agent names?

If Yes, the "Showing Agent" defined in any showings you have performed for the listing will be displayed.

Customer Web Page Text

Web Page Title

The title of the login screen and therefore the label that will appear in the contact's bookmarks if they bookmark the site.

Descriptive Text

Your welcoming paragraph for the customer login screen.

Service Activities Header Title

The title of the Service Activities section that the contacts will see after they log in to the web site.

Service Activities Descriptive Text

The introductory paragraph preceding the Service Activities section. Usually used to introduce the idea that the web site updated in real time every time an activity is completed.

Service Activities Subsection Title

The bolded line of text following the "Service Activities Descriptive Text".

Service Activities Subsection Descriptive Text

The paragraph following the subtitle. Usually used to introduce the ideas that the activities below have all been completed, that the links lead to PDFs of the listing/closing activity history, and that each listing has its own tab.