Overview

Admins can add additional vendor tabs. Admins can add additional vendor tabs. Tabs can be used flexibly to share vendors of a specific location (i.e. Charleston vs. Myrtle Beach) or of a specific agent/team (i.e. if internal teams have different preferred mortgage lenders), or of a specific type (i.e. residential vs. commercial).

For example, you may have a tab for Virginia that has a set of three local mortgage vendors for clients to contact. To help out clients in North Carolina, you have a separate North Carolina tab with a set of different mortgage lenders located in that state.

Note: See Set Up Trusted Vendors to understand vendors and where to access the Global Vendors page.

Add Vendor Tabs

On the Global Vendors page, scroll to the Create new tab section.

You’ll need to enter the following information: 

• Tab Title - The name this tab will have for clients to see.

• Tab Visibility - By default, all clients will see trusted vendor tabs. If you only want the clients of specific agents to see a tab, use the dropdown to select agents. You can select multiple agents, or all agents with the Select all agents checkbox. 

• Agent Hiding Option - If you want vendors to be forced to be displayed for the assigned agents, toggle the This tab cannot be hidden by an agent switch to the right. If you want assigned agents to be able to hide a tab, leave the switch to the left.

When you’re done, click Save. 

You can now add vendors to the new tab. 

Edit a Vendor Tab

Find the desired vendor tab and click Edit Tab Settings. 

Make sure to click Save to keep your changes. 

Delete a Vendor Tab

Note: Use caution when deleting vendor tabs, this cannot be undone.

Find the desired vendor tab and click Edit Tab Settings. 

Click Delete. 

Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!