Block Editor Block Types
Block Types
The Content Block Editor has a variety of Blocks to choose from for you to easily build your page.
CLICK HERE to learn about the Content Block Editor
Quick-Nav Menu
Text Block
A Text block can be used for text, images, videos, pretty much any type of content that you would normally be able to add in a WYSIWYG editor.
Click the icon and select Text Block to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
You can use Dynamic Data Placeholders by clicking the {x} button, and can switch to HTML mode by clicking the <> button.
CLICK HERE to learn about Placeholders
If you are using a Link in your Text Block you can choose to open the link with a built-in preview. This will only work for Files hosted inside of your Portal.
Single Image Block
A Single Image Block is used to display an image of your choice.
Click the icon and select Single Image to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Image Type: Click the dropdown to reveal the Image type you require
Upload an image: Any image from your own files
URL: Add the URL for your chosen image
Custom Field (File Upload Type): Each Target will see the image that was uploaded to their own Custom Field. Only JPEG, PNG, SVG, GIF, APNG, AVIF, ICO, BMP, WEBP File types can be viewed.
CRM Contact or CRM Company Custom Image: choose to display a custom image from a Dynamic Image Placeholder in your Contact's or Company's profile.
Staff Custom Image and Salesperson Custom Image: This gives you the option to display the custom image for the Salesperson or Coordinator. You can also choose to display the Contact's or Staff's Avatar.
CLICK HERE to learn about Dynamic Image Placeholders
Allow Click Action: Toggle to ON for the ability to click on the image to trigger an action such as navigating to other areas of the Platform, navigating to a URL or triggering an Auto-Template.
Full Width: Toggle to ON for the image to automatically expand to the full size of the Block.
If you'd like to manually set the dimensions, set the toggle to OFF and input values in the Width and Height fields.
Edge to Edge: Toggle to ON to Force the image to fill the browser width from edge to edge. This still allows for customization of image style and alignment.
Image Style: Keep the image as-is, or apply a circular cutout effect by using the dropdown menu.
Alignment: Alight the image to the center, left or right of the Block.
Empty Space Block
An Empty Space Block can be used to space out your content. You can apply styling to it to make it more of a visual separator.
Click the icon and select Empty Space to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Set the pixel height of the Block.
Horizontal Separator Block
A Separator Block makes it easier to divide your content into sections.
Click the icon and select Separator to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Separator Style: Choose the type of separator line that will be used.
Size: Choose the pixel height of the line.
Width: You can set width of the line by percentage.
Color: Use the Color Picker to set the color of the line. You can also set transparency.
Alignment: Align the separator to the center, left, or right of the Block.
iFrame Block
An iFrame Block can be used to embed content within an Inline Frame. It basically acts as a secondary webpage within your main page.
Click the icon and select iFrame Block to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Source Type: Choose between URL or Custom Field URL. For URL, you can paste the direct link into the Embed URL field. For Custom Field URL, you will need to choose the Custom Field from the dropdown menu. You'll need to create them first. At this time, you can choose from CRM-Company, CRM-Contact, and Staff Custom Fields.
CLICK HERE to learn about URL Custom Fields
Full Width: Toggle to ON for the content to automatically expand to the full size of the Block.
If you'd like to set the dimensions manually, set the toggle to OFF and input values in the Width and Height fields.
Alignment: Align the content to the center, left or right of the Block.
Embed Block
An Embed Block can be used to embed documents, videos, and interactive media.
Click the icon and select Embed Block to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Embed Code: Paste the embed code into this field. Embed code is code that is generated by a third-party website for you to use.
Alignment: Align the content to the center, left or right of the Block.
Video Block
A Video Block can be used to embed videos.
Click the icon and select Video Block to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Video Source: Choose between YouTube or Vimeo.
Source Type: Choose between URL or Custom Field URL. For URL, you can paste the direct link into the Embed URL field. For Custom Field URL, you will need to choose the Custom Field from the dropdown menu. You'll need to create them first.
URL: The direct URL to the video you want to embed.
Full Screen: Allow the video to play in Full screen mode.
Full Width: Toggle to ON for the content to automatically expand to the full size of the Block.
If you'd like to manually set the dimensions, set the toggle to OFF and input values in the Width and Height fields.
Alignment: Align the content to the center, left or right of the Block.
Button Block
A Button Block can be used to create a clickable button that directs you to a different page ( within the platform or an external page), or opens a widget for the user to interact with.
Click the icon and select Button Block to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Button Text: The text that will appear on the button.
Click Action: Set what happens when the user clicks on the button in this Block.
- Navigate to Direct or Relative URL: Direct the user to an external source or to a static area inside of the platform.
- Navigate to URL from Custom Field: Direct the user to the data provided from a URL Custom Field, which can be unique for each user.
- Placeholder Link: Direct the user to an area within the platform using a dynamic link, which will be unique depending on which user is logged in.
- Navigate to Portal Page: Direct the user to a particular Portal Page.
- Open Appointment Scheduling Pop-up: This will open the Appointment Scheduling widget, which the user can use to book an Appointment.
- Navigate to [Platform Area]: You can select from an extensive list of areas of the platform to direct the user to, such as "History of Payments", "Send New Message", etc.
- Forms > Staff Submit: You can select from a dropdown with a list of all active Forms. When the button is clicked this will redirect the User to the Staff Submit Form page for the selected Form.
CLICK HERE to learn about URL Custom Fields
CLICK HERE to learn about Placeholder Links
Auto-Template: When toggled on you will be able to select a pre-configured Auto-Template from the dropdown. You have the option to include a Success Message that will appear when this menu item is clicked. You can also limit the number of triggers/clicks and determine what to do once that limit has been reached.
Open New Tab: Choose whether or not you would like the page to be opened in a new tab. This is recommended if references will still need to be made to the origin page.
Width: Set how wide the button will appear.
Height: Set how tall the button will appear.
Alignment: Align the button to the center, left, or right of the Block.
IMPORTANT: When choosing a Portal Page as the link, the user will automatically be assigned to that page if they are not already. You can also choose to quickly create a new Portal Page to link to, in which case the assignments as well as the Category / Menu Group will be copied and applied.
Chart Block
A Chart Block lets you create a visual representation of data in charts and graphs.
Click the icon and select Chart to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Title: You can optionally include a title to be shown above the chart.
Chart Type: Choose to display your data in one of several types of charts.
Values: Reorder, edit, duplicate, or delete the data points for your chart to display. Click the +Add New Value button to create a new one.
Click the icon to configure the value. You can change its label, number value and color. You can also choose to manually input a number value, or pull the data from a Number Type Custom Field.
CLICK HERE to learn about Custom Fields
Width: Set how wide the chart will appear.
Height: Set how tall the chart will appear.
Alignment: Align the chart to the center, left or right of the Block.
Progress Bar Block
A Progress Bar Block lets you create progress bars, which are a visual representation of progression.
Click the icon and select Progress Bar to add it. To edit the Block, click the icon in the toolbar.
A modal will appear in which you can edit the content. This will open the Block Options tab.
Title: You can optionally include a title to be shown above the progress bar(s).
Values: Reorder, edit, duplicate, or delete the data points for your progress bars to display. Click the +Add New Value button to create a new one.
Click the icon to configure the value. You can change its label, number value and color. You can also choose to manually input a number value, or pull the data from a Number Type Custom Field.
CLICK HERE to learn about Custom Fields
Completed Value: The number you enter here will determine what constitutes a full bar. For example, 50/100 would be half of the bar, while 50/500 would only be a tenth of the bar.
Show Value: By default the progress bar(s) will not reveal the current value that determines its progress. You can choose to display the value, as well optionally choose a unit to accompany it (such as #, /100, etc.)
Progress Type: Choose to display your progress bar in a straight line, or an arc (doughnut-shape).
Progress Styles: You can spice up your progress bars by applying a stripe effect. You can also choose to animate the stripes moving left or right.
Label Styles: Configure the color, style, and size of the font of the text that appears inside of the progress bar(s). You can also choose to make the text bold.
If you have progress bars in multiple colors, inverting the label color can help to make the text readable if you choose to invert the colors. This will override the font color setting.
Width: Set how wide the progress bars will appear.
Height: Set how tall the progress bars will appear.
Alignment: Align the progress bars to the center, left or right of the Block.
My Invoices Block
This block enables you to show the target all their outstanding invoices.
The target can click the View button to be taken to the invoice in question or they can click the Go to MY INVOICES button to see their full invoice list. This block can be used for Clients and also used for Staff Roles who have access to invoicing.
The Invoice Block is only available on a Dashboard.
My Tasks Block
The My Tasks Block enables you to show the target their Tasks based on settings configured on the individual Block.
The My Tasks Widget can be used for all Clients and Staff Roles. The Target can click the task to view the individual Task, click the check to complete a Task, view and upload Task Files, and update the Task, all without leaving the page!
The My Tasks Block is currently only available on a Dashboards and Portal Pages.
How do I configure the My Tasks Block settings?
When you add the Block to a content page you will be presented with multiple setting options.
Block Title: Give your My Tasks Block a unique title. This title will show on the Target's side as a header.
Show # Tasks: Set the number of Tasks to show in the block. You can choose from 5, 10, 15, or 20.
Default Sorting: This option sets the default sorting of the Block when the Block is loaded. Do not worry, you can change between any of the sorting options while viewing the Block by clicking the 
icon. You can choose from Due Date Ascending, Due Date Descending, Status (Open-On Hold), Status (On Hold-Open), Priority (Low-Ready for Deploy), Priority (Ready for Deploy-Low), Project's Client Name (A-Z), or Project's Client Name (Z-A).
Default Filters: Here you can set the default filter that is used when the Block is loaded. Do not worry, you can change between any of the filter options while viewing the Block by clicking the 
icon. You can choose from Open Search, Due Date, Before Due Date, After Due Date, Due Date Range, Statuses, and Priority. You can also pre-define a filter within the search categories.
Task Behavior: The "Hide/Remove Tasks from My Tasks Block when marked Complete" option, when enabled, will remove any Completed Tasks from the view. When disabled, any Completed Tasks will be shown in the view and will be shown as Completed.
Data Options: The following settings will customize the data that is shown per Task in the form of text or icons.
- Show Project Name (if Applicable): When enabled, the Project Name will be shown above the Task Name if the Task is associated with a Project. When disabled, the Project Name will not be shown on the Block.
- Show Project Phase (If Applicable): When enabled, the Phase will be displayed below the Task Name if a Phase is assigned to the Task. When disabled, the Phase will not be shown on the Block.
- Show Task Status: When enabled, the Task Status will be shown below the Task Name. When disabled, the Status will not be shown on the Block.
- Show Task Priority: When enabled, the Task Priority will be shown below the Task Name. When disabled, the Task Priority will not be shown on the Block.
- Show Task Type: When enabled, the Task Type will be shown below the Task Name. When disabled, the Task Type will not be shown on the Block.
- Show Task Files (if Applicable): When enabled, the Task Files option will show allowing the Target to view, download, and upload files to the Task. When disabled. the Files option will not show in the Block.
- Show the Name of the Project Primary Client (If Applicable): When enabled, the Primary Client's name will be displayed above the Task Name if applicable. When disabled, the Primary Client's name will not be shown on the Block.
Announcements Block
This Announcement Block shows any announcements that you have created for a Role, Circle, Team, Company or Individual. Each Target will only see the Announcements that are relevant to them.
The Announcement Block is only available on a Dashboard.
CLICK HERE to learn about Announcements
Activity Stream Block
The Activity Stream Block shows a time-stamped log of events that have occurred within the platform and is for internal use only.
The Activity Block enables you choose how many of the most recent events are to be shown and you can limit access by using the Access Options tab.
The Activity Stream Block is only available on a Dashboard.
CLICK HERE to learn about the Activity Stream
Welcome Block
A Welcome Block is used to create a Dashboard welcome message.
You can use one of the provided images or upload your own image as well as use the default message or customize your own message using the Content Editor.
The Welcome Block is only available on a Dashboard.
Upload Block
The Upload Block enables easy uploading of files to pre-determined file locations.
You can create a Title, Subtitle and Description for each Upload Block (this will be visible on the Targets Dashboard). Toggle the button if you want to allow multiple files to be uploaded.
Now select the Upload Location
If you want the uploaded file to be placed in the Users Folders, select the Parent Folder From the User-Specific Dynamic Path.
TIP: If you have a specific Folder you would like the file to be uploaded to, you can add the Destination Folder Path i.e. add the Folder Name. After '/' in the Destination Folder Path, just add the File Name. The File will be automatically added into an existing Folder of the same name or it will create a new Folder if one is not present.
In this example, in the Contacts 'Uploaded by...' Folder we created another folder called 'Upload From Dashboard' so we added the folder name as follows;
Alternatively, you can create a File Repository Folder (Upload Folder) or use an Existing File Repository Folder if one has already been created.
To create a New File Repository Folder, select the option to Create New File Folder and a add your Folder Name
To select an Existing File Repository Folder, click the down arrow and reveal your existing folders.
Each time files are uploaded to a Repository Folder a new Organizational Folder will be created and uniquely named.
Download Block
The Download Block enables easy downloading of files from pre-determined file locations.
You can create a Title, Subtitle and Description for each Download Block (this will be visible on the Targets Dashboard). Toggle the button if you want to Show Navigation.
Now select the Location of the Files to be downloaded.
TIP: If you have a specific Folder that the file is contained in, you can add the Destination Folder Path i.e. add the Folder Name. By doing this the Folder will be visible to the Target not the full 'Uploaded by' Folder.
If you are wanting the target to download a File from a User-Specific location, select User-Specific Dynamic Path and choose Uploaded by or Repository from the Parent Folder options.
In this example, in the Contacts 'Uploaded by...' Folder we created another folder called 'Resourse' so we added the folder name as follows;
Alternatively, you can create a File Repository Folder (Download Folder) or use an Existing File Repository Folder if one has already been created.
If you select an existing Repository Folder a Add Files button will appear for you to add the relevant File.
When creating a new File Repository Folder, you will need to name your Folder and click the Create Button then click the Add Files button to add the relevant File/Files.
Reporting Block
The Reporting Block is only visible to Super Admin and Admin Users. Select the information you are wanting to show.
CRM
Projects
Office
Files
Contacts Filter Block
You can add one or more CRM Filter Blocks to a Dashboard, and set each one uniquely to display all the Contacts that match your configured settings for that particular Block.
Segment by Role, Circle, Tag, Last Login Date, etc. so that you can have real-time visibility as to which Contacts are currently in which position in your workflow/funnel.
By default, the access for a Contact Block will be set to Super Admin & Admin however you change the access by going to the Block Access tab to add or remove your chosen roles. Please note, only Staff Roles with CRM access will be able to view the block, and Salespeople will only be able to view their own 'Claimed' and any unclaimed Contacts.
What does the Staff member see?
The Staff member will be able to see the Contacts shown below;
You can search for a Contact/Company in the search bar on the right of the block. Each Company/Contact card has a quick-link navigation built in, that will take you immediately to that particular Company/Contact’s CRM Dashboard.
Checklist Block
Pre-created Checklists can be added to the Dashboard for your Prospects, Clients and Staff members to complete. Multiple Checklist blocks can be added to the Dashboard or Portal Page.
CLICK HERE to learn more about Checklists