Adding Newsfeed Categories
- Click “News”
- Click “Settings”
- Click “Categories”
- Click the “+New” button
- Enter the desired Category name
- Upload an icon image (use your own or use the library). This is the image that will appear
To allow users to be automatically be opted in for category keep “Opt-in new users by default” box checked. If unchecked, users will manually go to “My Alerts” and opt-in for this category.
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Deleting Newsfeed Categories
Click “News” Click “Settings” Click “Categories” Click the trash can (Delete) to the right of the category titleEditing Newsfeed Categories
Click “News” Click “Settings” Click “Categories” Click the pen (Edit) to the right of the category you wish to edit.Creating Categories/Classes
Click on "News" Click on "Settings" Click on "Categories" Click on "+ New" in the right-hand corner Enter a name for the category To add an icon image drag and drop your image, or use one from our library by click on the library button and ...Limit Visibility on Newsfeed Items
Click “News" Click “Settings" Click "Misc. Settings" Adjust the number to the days you want items to stay on the Newsfeed for. Default is 45 days.Adding a Reporter Account
New Contacts: 1. Click Accounts > Reports > Select "+ New" near the upper right-hand side. 2. Click "+ Create account(s) for new contact(s) 3. Enter first name, last name, email, account type, contact type 4. Click "Create Accounts" *To add more ...