Main Page
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Welcome to Build Your Firm Wiki
Contents
Email Setup and Support
Outlook
- Outlook settings 2007-2013
- I can receive, but I'm having trouble sending
- I can send, but I can't receive
- I can't send or receive
- Quirks with specific outlook versions
Exchange Server
Katharion & Spam
- Adding new website to Katharion
- Adding a new email to Katharion
- Adding MX records for sibling domain in Katharion
- Turning on a hidden field to reduce spam
Gmail
Webmail
General email issues
3.0 & Client Website Instructions
Staging a new site
- Website development checklist
- Wizard stage
- Creating site in Web Host Manager
- Staging site in properties page
- Finalizing site
Editing/updating client sites
- Properties page - overview
- Adding images to websites
- Changing layouts/content
- ‘add record’ to web pages before they’re created
- Adding flash/jquery images
- Adding client login box (include screenshots + add instructions about changing styling, etc)
- Adding sharefile to website
- Adding paypal button to site
- How to add a custom tax center page
- Editing a menu on a very old site (DAT file)
- 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
- How to see typography map for a layout
- How to edit/add a new version of copy (in dat file)
- Making images show in tax tips area
- Editing global tax center
Client website help
Blog
Domains
- Making site live
- New domain purchase
- Changing & updating nameservers
- Unlocking domain/authorization code
- Transferring domain to SRS with authorization code
- Transferring domain to SRS from another SRS account
- How and where to suspend accounts
- Changing a domain on an account
- How to park/unpark a domain
File Transfer Area
Resources Area
Newsletter Area
- Newsletter system
- Uploading ‘logos’ for newsletters
- Uploading mailing lists
- Newsletter bounce backs
- Approving large mailing lists that are uploaded
- Issues with CSV files not uploading correctly
Articles/Tax Tips
Local Listings/Outsourced Marketing
- Adding new listing to Google
- Adding new listing to Bing
- 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
- Creating images with meta information
Adwords
BuildYourFirm Main Website and Website Site
- Logging in to main admin area (old vs new)
- Updating pages
- Adding example images to website (in new admin area)
Kits
Wiki Resources
- Configuration settings list
- MediaWiki FAQ
- MediaWiki release mailing list
- User's Guide for information on using the wiki software.
- Adding graphics to the wiki
