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How do I Manage My Product Tab Rules? (IFP)

Cross selling settings and how to make them work for you! Or even hide them! (Found under Epro Web Report Layout Settings)

Getting to the settings:

Go to Settings:

Scroll down and on the left-hand side, click "ePro Web Report Layout"
If this option is not there, please call us (Number is listed on the bottom of this article).


Once there, scroll down to section 4 to "Manage My Product Tab Rules".
This is the default look.

How it works:

-WARNING- You MUST have at least a place holder setting in this section in order for the default settings to not come back. It CAN NOT be left empty.

You can either edit existing settings or delete them and make them fresh. But this is how to do it. 

Either click "Edit" to the right-hand side of an option or click "Create a Rule" in the bottom left. 

If you click "Edit" it will drop down the settings below the one you are making changes to.
With a "Last Modified" date in the upper right, and the options selected highlighted below. (With check marks to the left of the product type names). 

So in the example above, we are editing the tabs that would show up when sending someone JUST an OnX quote. Or if someone quotes themselves Just OnX via an ePro link. 
Example of the Tabs I am referring to.

 

So if you were to change these settings to only show a Dental tab when sending/quoting  OnX  and saved it:

The tabs on the quote would change to:

 

What if I don't want any Cross-selling tabs to appear on the client facing proposal pages?

Great question! We would just make a fake place holder setting.

Start by deleting all the settings listed. 

(If you delete them, then save changes without a place holder, it will revert to the default options.)

After clearing out the options listed, click "Create A Rule" in the bottom left.

I like to suggest picking "Dental On-Exchange" if you have the option to, as it can only function with Health OnX and there for wont usually be quoted alone. But you can pick a product you don't have turned on in your system or anything else you know you won't be quoting. 

So, pick the "if quoting" option from the drop down. Then one option that you also don't have or don't quote below via a check mark. Then just hit "Save this rule" in the bottom right. 

 

Once done, make sure to scroll to the bottom of the page and click "Save my Settings"

It will bring you back to the basic settings page. And you are done. Now when we look at a client facing proposal for Health Onx, for example, there will be no cross-selling tabs.   

 

If you have any additional questions, you can reach Customer Service Monday-Friday 6am PST-5pm PST at 866-478-6848 option 1.