Difference between revisions of "Main Page"

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===[[Exchange Server]]===
 
===[[Exchange Server]]===
 
*[[General Exchange server settings]]
 
*[[General Exchange server settings]]
 +
*[[Verify domain to set up Microsoft 365]]
 
*[[Microsoft 365 exchange server]]
 
*[[Microsoft 365 exchange server]]
  
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===[[Gmail]]===
 
===[[Gmail]]===
 
*[[Setting up a Gmail account]]
 
*[[Setting up a Gmail account]]
*[[Verifying  a domain]]
 
 
*[[Gmail password help/reset]]
 
*[[Gmail password help/reset]]
 
*[[Making a site live with gmail as email]]
 
*[[Making a site live with gmail as email]]
Line 36: Line 36:
 
*[[Auto responder in Cpanel]]
 
*[[Auto responder in Cpanel]]
 
*[["Rejected from recipient domain"]]
 
*[["Rejected from recipient domain"]]
 +
*[[Finding a sent email]]
  
 
== 3.0 & Client Website Instructions ==
 
== 3.0 & Client Website Instructions ==
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*[[Wizard stage]]
 
*[[Wizard stage]]
 
*[[Creating site in Web Host Manager]]
 
*[[Creating site in Web Host Manager]]
*[[Staging site in properties page]]
 
  
 
===[[Editing/updating client sites]]===
 
===[[Editing/updating client sites]]===
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*[[Adding sharefile to website]]
 
*[[Adding sharefile to website]]
 
*[[Adding paypal button to site]]
 
*[[Adding paypal button to site]]
*[[How to add a custom tax center page]]
 
 
*[[Editing a menu on a very old site (DAT file)]]
 
*[[Editing a menu on a very old site (DAT file)]]
 
*[[Setting up a page so client can edit it themselves]]
 
*[[Setting up a page so client can edit it themselves]]
 
*[[Setting up video demos for NetClient or Payroll ]]
 
*[[Setting up video demos for NetClient or Payroll ]]
*[[How to see typography map for a layout]]
 
 
*[[How to edit/add a new version of copy]]
 
*[[How to edit/add a new version of copy]]
*[[Making images show in tax tips area]]
 
*[[Editing global tax center]]
 
 
*[[Adding a custom form to a site]]
 
*[[Adding a custom form to a site]]
 +
*[[Adding multiple emails to consultation form]]
 +
*[[Creating XML Sitemaps]]
  
 
===[[Client website help]]===
 
===[[Client website help]]===
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*[[Changing a domain on an account]]
 
*[[Changing a domain on an account]]
 
*[[How to park/unpark a domain]]
 
*[[How to park/unpark a domain]]
 +
*[[How to set up a redirect in CPanel]]
 
*[[When a client wants to purchase/transfer a domain from BYF]]
 
*[[When a client wants to purchase/transfer a domain from BYF]]
  
== File Transfer Area ==
 
*[[Newsletter Support]]
 
*[[Approving Clients]]
 
*[[Download issues]]
 
  
== Resources Area ==
+
 
 +
== Resources Area and Other Tools ==
 
===[[Communication System]]===  
 
===[[Communication System]]===  
 
(formerly [[Newsletter Area]])
 
(formerly [[Newsletter Area]])
Line 104: Line 100:
 
*[[Approving large mailing lists that are uploaded]]
 
*[[Approving large mailing lists that are uploaded]]
 
*[[Issues with CSV files not uploading correctly]]
 
*[[Issues with CSV files not uploading correctly]]
 +
 +
===[[Epay Portal]]===
 +
*[[Accessing Portal]]
  
 
== Articles/Tax Tips ==
 
== Articles/Tax Tips ==
*[[Articles overview]]
+
*[[Adding New Articles]]
 
*[[Articles not displaying]]
 
*[[Articles not displaying]]
  
 
== Local Listings/Outsourced Marketing ==
 
== Local Listings/Outsourced Marketing ==
*[[Adding new listing to Google]]
+
*[[Adding/Claiming listings on Yelp]]
*[[Adding new listing to Bing]]
+
*[[Adding/Claiming listings on Google My Business]]
*[[Adding new listing to Yahoo]]
+
*[[Adding new listing to Yelp]]
+
*[[Adding new listing to infogroup]]
+
*[[Adding a listing to YP.com]]
+
*[[Adding a listing to Localeze]]
+
*[[Creating a Google+ profile]]
+
 
*[[Finding current listings and updating]]
 
*[[Finding current listings and updating]]
 
*[[Creating images with meta information]]
 
*[[Creating images with meta information]]
 
  
 
== Adwords ==
 
== Adwords ==
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*[[Updating pages]]
 
*[[Updating pages]]
 
*[[Adding example images to website (in new admin area)]]
 
*[[Adding example images to website (in new admin area)]]
 
== Kits ==
 
*[[Running SAM]]
 
*[[Sending kit pdf]]
 
Old instructions:
 
*[[Creating a kit]]
 
*[[Printing Labels]]
 
*[[Buying stamps]]
 
  
 
==Webinars and CPE==
 
==Webinars and CPE==

Revision as of 12:15, 21 August 2015

Welcome to Build Your Firm Wiki


Email Setup and Support

Outlook

Exchange Server

Katharion & Spam

Gmail

Webmail

General email issues

3.0 & Client Website Instructions

Staging a new site

Editing/updating client sites

Client website help

Blog

Domains


Resources Area and Other Tools

Communication System

(formerly Newsletter Area)

Epay Portal

Articles/Tax Tips

Local Listings/Outsourced Marketing

Adwords

BuildYourFirm Main Website and Website Site

Webinars and CPE

Wiki Resources