How to Create, Edit, and Manage Items in StackWrap

Items in StackWrap serve as direct links to the tools, resources, and contacts your team uses daily. They can be organized into Categories, customized with icons, and configured for specific actions like opening URLs, organizing internal documents, creating contacts, initiating calls, and more! Here's how to effectively create, edit, and manage Items:

1. Create a New Item

• Click on any Category from your StackWrap Tool Stack that doesn't redirect to a 3rd-party URL

  Click the Add New Item button.

  In the form that appears, enter the following details:

  • Item Name: Provide a clear and descriptive name.

    Description (optional): Add a brief description to inform users about the Item's purpose.

    Icon (optional): Upload or select an icon to visually represent the Item.

    Item Type: Items can do many different things! Choose the action the Item will perform when clicked:

    • Embed: Embedding forms or iFraming websites
    • HTML: A text-only item. Perhaps you're giving your agents procedure instructions about something.
    • Link:
      • URL: Redirects to a specified web address.
      • Phone: Initiates a phone call to a specified number.
      • SMS: Initiates a text to a specified number.
      • Email: Opens the default email client with a pre-filled recipient address.
      • Gmail Email: Opens the Gmail email client with a pre-filled recipient address.
    • Dial Phone Number: Initiates a phone call to a specified number.
    • Open Email Client: Opens the default email client with a pre-filled recipient address.
    • Asset: Upload a file type (such as a PDF or PNG). When your user clicks the item, they are able to download the file. This is especially useful if you're consolidating brokerage-specific compliance documents or marketing assets.
    • Contact: Create contact cards. Perhaps you're creating contacts for each one of your affiliated lenders or vendors.
    • Zoom Embed: Easily embed any recorded Zoom URL. When a user clicks on the item, they can watch the video directly within StackWrap
    • Category: Assign the Item to an existing Category for better organization.
  • Image: You can a platform such as Canva to create custom image placeholders for your items so that they truly become an extension of your company's branding. Dimensions for image placeholders are 833 x 556 px
  • Icon: Select a corresponding icon for your Item
  • Pin This Item: If this is a frequently used tool, select Pin This Item. Doing this will then pin the item to the Pinned widget on your homepage dashboard. Please make sure the Pinned widget is visible on the homepage dashboard (to do this, toggle Edit Mode on the homepage dashboard, and select the Pinned widget. You can then drag, drop, and resize the widget before toggling Edit Mode off).
  • Make Support Tab: You have the ability to create a button that allows your users easy access to the mapped item by selecting the Make Support Tab option. Once selected, you can rename the button to whatever you'd like. For example, perhaps you create an item, and the item type = dialing a phone number. If this Support Tab button is created, not only will it be visible to all of your users anywhere within StackWrap, but if they click the button, it will dial the phone number of the mapped item. Give this a try and figure out the item that you want to map this functionality to. The possibilities are limitless!
  • Group Visibility: Set the visibility of the Item (e.g., All Users, Specific Groups).
• Click Save to create the Item.

3. Edit an Existing Item

• Click on any Category from your StackWrap Tool Stack that doesn't redirect to a 3rd-party URL
• In the Items list, locate the Item you wish to modify.
• Click the Edit icon (the pencil icon) next to the Item's name.
• Update the necessary fields as needed.
• Click Save to apply the changes.

4. Delete an Item

• Find the Item you want to remove in the Items list.
• Click the Edit icon (the pencil icon) next to the Item's name
• Click the Delete icon next to the Item's name.

5. Organize Items into Categories

• To keep your dashboard organized, assign Items to relevant Categories during creation or editing.
• This helps users quickly locate the tools and resources they need.