What is a trading style?
A trading style can be used as a way to setup white labels or other companies within your Hoowla account. This can be beneficial as you won’t need to create a new Hoowla account for the white label, it can all be done within your existing one. You will need access to your firms Branches and Employees list to do this and the Company Settings area. Ideally your new trading styles/white labels will be represented as new branches.
How can I do this?
Let’s start by going to setup,
Then go to Company Settings,
Scroll down and click add trading style,
You can now add a logo, name and a custom color scheme for you new trading style/white label,
Remember to save when you’re done,
Now lets go to the branches and employees list,
You can now set the trading styles for each employee in your Branches,
To do this click on edit profile next to the employees name,
Select the trading style from the drop down menu,
Remember to save when done,
How can I use trading styles in templates?
You can setup trading styles in templates so that the logo at the top will change depending on a variety of factors. You can have it change based on who opened the case, the current user or the branch the fee earner or case worker is in. For this next section we’ll look at setting it to change based on the branch the fee earner is in.
First locate your header that is used on your templates, you should be able to find it in the templates area in setup. Please note you will need branch manager permissions or higher to see this area,
Click on the header template to view it,
You will need to add in your other trading style logo, in order to do this we recommend using the image library. To find out how to add images to this section click here
You can add the logo in by clicking on it under the image library button,
Once the image is added in, we need to add an if statement so that the system can pick the right image. Start by adding the opening if statement “[if @fee-earner-branch-name@=ENTER YOUR OTHER BRANCH NAME HERE]
You can get the name of the branch from the branches and employees area in setup here,
Then close the statement off by adding in [/if], You will also need to do this for any other logos in the header including your original one. You can find out more about if statements here,
Now if the fee earner who opened the case is part of our other trading style branch the system will show the correct header logo,
Please note this will only work if you have set their trading style properly as the first part of this guide explains.