11.7 - Agency/Location Consumer Portal
Owned by Alex Velez (Unlicensed)
- This section allows you to select the settings for the Consumer Portal rating.
- The "Assign to Location" option (only available for Agency Consumer Portal) allows the Agency Consumer Portal to use the credentials and settings for the indicated location.
- The "Consumer Preset" option sets the default used in the Consumer Portal.
- This button brings up a window that allows you to select the carriers used in the Consumer Portal for this location.
- This section shows all of the email addresses set to be notified by the Consumer Portal; these are location-specific. The "Add" button allows a new notification to be set, and the "Delete" button allows you to remove the selected notification.
- This section shows all of the phones set to be notified via text by the Consumer Portal; these are location-specific. The "Add" button allows a new notification to be set, and the "Delete" button allows you to remove the selected notification.
- This field shows the URL for the Consumer Portal. It is unique to the location/agency.
- This field allows you to enter a custom message that appears at the end of Consumer Portal rating. This field can use HTML code.
- These buttons provide example code for integrating the Consumer Portal with a website as embedded content, a link, or a button (respectively).