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Turning on and off features on your site such as: "Stock Quote", "Financial Glossary", "Financial News", "Tax Center", "Information Request", Calculators, Articles and Newsletters is very simple to do. The following tutorial will show you how.
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Let's start off by clicking on the "Calculators" link in Website Manager. |
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The Select Planning Calculators page opens up. Scroll down until you see the list of calculators we have listed. When the box next to specific calculator is checked, it is active and able to be seen on your site. To turn off a calculator simply click the box next to it: |
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When you have the calculators selected that you want to display on your site, click "Save Changes". To check your work, click on the "Preview Unapproved Changes" button. The calculator button is along the top of your website: Clicking on it will display a list of calculator categories. |
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Clicking on it will display a list of calculator categories: |
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Clicking on one of the category listing will open up the calculators you have turned on in that category: |
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Turning on and off other areas, such as "The Stock Market", is just as easy. For "The Stock Market" category, click on the "Category Toggles" link. To turn it on simply click on the downward arrow and select "Yes" and then click "Save Changes". That's it! |
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To turn on or off articles or newsletters, click on the "Article/Newsletter" link. Check the box next to the newsletter (N), or article (A), that you want to turn on, or click again to make the box blank, to turn it off: |
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When finished click "Save Changes", and you're done! |
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If you require additional assistance, please feel free to contact our customer service team: customerservice@financialvisions.com, or call us at: (800) 593-9228. | | |