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]]
  
 
===[[Webmail]]===
 
===[[Webmail]]===
Line 31: Line 32:
  
 
===[[General email issues]]===
 
===[[General email issues]]===
 +
*[[How to add a new email address]]
 
*[[Clearing brute force]]
 
*[[Clearing brute force]]
 
*[[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]]
 
*[[Finalizing site]]
 
  
 
===[[Editing/updating client sites]]===
 
===[[Editing/updating client sites]]===
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*[[Adding images to websites]]
 
*[[Adding images to websites]]
 
*[[Changing layouts/content]]
 
*[[Changing layouts/content]]
*[[‘add record’ to web pages before they’re created]]
+
*[[Creating new page for client in webpages]]
 
*[[Adding flash/jquery images]]
 
*[[Adding flash/jquery images]]
*[[Adding client login box (include screenshots + add instructions about changing styling, etc)]]
+
*[[Adding client login box]]
 
*[[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]]
*[[Instructions for uploading a header on old sites]]
 
 
*[[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 (in dat file)]]
+
*[[Adding a custom form to a site]]
*[[Making images show in tax tips area]]
+
*[[Adding multiple emails to consultation form]]
*[[Editing global tax center]]
+
*[[Creating XML Sitemaps]]
  
 
===[[Client website help]]===
 
===[[Client website help]]===
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== Domains ==
 
== Domains ==
*[[Making site live]]
 
 
*[[New domain purchase]]
 
*[[New domain purchase]]
 
*[[Changing & updating nameservers]]
 
*[[Changing & updating nameservers]]
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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]]
  
== File Transfer Area ==
 
*[[Newsletter Support]]
 
*[[Approving Clients]]
 
*[[Approve Bulk Upload]]
 
*[[Download issues]]
 
  
== Resources Area ==
+
 
===[[Newsletter Area]]===
+
== Resources Area and Other Tools ==
*[[Newsletter system]]
+
===[[Communication System]]===  
 +
(formerly [[Newsletter Area]])
 +
* [[Choosing the template for your Newsletter/Email]]
 +
* [[Sending a Newsletter/Communication Email]]
 +
* [[Managing your Mailing List]]
 +
* [[Email Statistics]]
 +
* [[Frequently Asked Questions (FAQs)]]
 +
*[[Newsletter system]] (PDF for communications system)
 
*[[Uploading ‘logos’ for newsletters]]
 
*[[Uploading ‘logos’ for newsletters]]
*[[Uploading mailing lists]]
 
 
*[[Newsletter bounce backs]]
 
*[[Newsletter bounce backs]]
 
*[[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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*[[Adding example images to website (in new admin area)]]
 
*[[Adding example images to website (in new admin area)]]
  
== Kits ==
+
==Webinars and CPE==
*[[Running SAM]]
+
*[[How clients can obtain CPE certificates]]
*[[Creating a kit]]
+
*[[How to process CPE with GoToWebinar API]]
*[[Printing stamps]]
+
  
 
== Wiki Resources ==
 
== Wiki Resources ==
Line 136: Line 132:
 
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
 
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
 
* [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
 
* [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
* [[Adding graphics to the wiki]]
+
* [http://byftools.com/mw/index.php/Special:Upload: How to Upload Images]

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