Customization

Websites vs. Domains

From time to time we are asked “What is the difference between a website and a domain?” and in this article, we hope to provide some clarity on this: So now that we cleared up the differences between websites and domains let’s cover some additional common follow-up questions that we get: 1.    Do I Get […]

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How To Remove A Custom Buying Site Theme

If you would like to remove a custom theme that is currently active, first activate an alternative theme under the ‘Customize> Select Your Buying Site Theme’ section and save the change by clicking the ‘Update Site’. Access Customize: Log in and go to the “Customize” section. Website Settings – Buying: Click on “Website Settings –

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Change The Location of Where The Reference Number On The Envelope Appears

Did you know you can set which side of the envelope you would like the reference number to be printed on? Simply go to ‘Customize> Document Template Settings> Envelope Reference Number’ and select either the ‘Left’ or ‘Right’ option: Don’t forget to click the ‘Update Site’ option to save your setting update: This setting, when

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How To Create A Terms and Conditions Page For Your Buying Website

In the digital era, having a well-crafted Terms and Conditions page on your website is more than a legal requirement; it’s vital for your online credibility and security. This page sets clear rules, responsibilities, and expectations for your website visitors, helping you avoid legal pitfalls and protecting your interests. It also fosters trust and transparency,

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How To Add Your Signature To A Custom Document

There are two ways to add your signature to a custom document. First, navigate to the ‘Customize> Custom Documents> Custom Document Templates‘ area. Click either the ‘Add Document’ option to create a new custom document or the ‘Edit‘ option next to a custom document that you would like to edit: Option 1: Use The [my-signature]

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September Update: Quickly change your Subscription Type over at Profile > My Account

You can now more easily change your type of subscription you have, by heading over to ‘Profile > My Account’ and click on ‘Update’ on your subscription to change it into another type. This is applicable to the Investment Dominator CRM subscription type, as well as the Outside Data Service Integration subscription type. In the

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New Update for Roles and Permissions for User Management

Chances are if you are coming across this article you want to know the difference between the types of Users you can create under your profile. We have released a new system update that will not only allow you to further personalize these Permissions to best fit their Roles, but you can also add Custom

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July 2022 – Update to Investment Dominator

In this article let’s discuss the recent changes to the Investment Dominator. Overall we have not removed any functionality the Investment Dominator had before, but instead we have updated the interface and changed the way you use some of your favorite features. 1. Using Actions In Investment Dominator Before using actions within ID looked like

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Zapier: How To Connect CallRail With The Investment Dominator

What Is Zapier? With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and SAAS systems. A complete app directory can be found at: https://zapier.com/apps In this article, we are going to explain how to connect the Investment Dominator to CallRail to post Call

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