News and Updates-Admin

How do I get here? Setup ► Notifications ► Agents
Purpose

The News and Updates Admin Tool can be accessed by selecting News and Updates from the Setup - Notifications Menu. This can be useful for displaying notices to all types of users.

The Audience field designates who will see the News & Update item when they login. These notifications appear on the right side of the Home screen. Notifications can have a start/end date or be set to never expire.

The Grid will show all News and Updates that have been setup in the system regardless of expiration date.

 
Security Maintenance
Taxing Impact N/A
Commission Impact N/A
Data Field Definitions View Here

Grid View

 

Editor View - Users can use the WYSIWYG toolbar to add in text and format it however they please.

Home Screen - News and Updates show on the home screen based on the Audience chosen. Updates will appear as long as the expiration date has not passed.

Audience

    • Agent - message will appear on the Agent Portal
    • Customer – message will appear on the Customer Portal
    • Internal - message will appear on the Main TBS Portal
    • All - message will appear on all portals
    • Wholesale - message will appear on the Wholesale Portal

Start – the date the message will begin to appear

Expiration – the date the message will no longer appear

News – the body of the message as it will appear on the screen. It can be edited using the text area and the WYSIWYG html toolbar. The following formatting options are supported:

  • Text formatting (Bold, Italics, Underline)
  • Various Font Styles and Sizes
  • Font Colors and highlighting
  • Tables
  • Hyperlinks
  • Bullets