Additional Resources are a customizable feature available only to Referral Partners. They are a list of links to external organizations that support small businesses and appear to applicants once they've completed their submission of the pre-application form. The Connect platform has a list of default resources that shows up if a Referral Partner hasn't customized their options, but they can follow the steps below to add new resources or remove existing ones.
- Navigate to https://connect.crfusa.com/app and click into the "Additional Resources" tab on the left navigation.
2. Click "Edit Resources" in the upper righthand corner to make any desired changes to the default list.
3. If you would like to add a new resource, click the "Add Resource" button at the bottom of the screen.
4. A new resource entry will automatically populate, and you will be required to enter information in the Name, URL, and Description fields.
5. For both the Name and Description of the Resource, you will have to click on the pencil icon all the way to the left to enter the requisite information.
NOTE: The resource URL can be entered directly in the text field.
6. Clicking on the pencil icon will prompt the flyout below. Type in the Name/Description of the Resource you're adding into the text field under "English" - the system will then automatically translate your entry to the 15 other languages we provide the Connect pre-application form in.
Make sure to click "Save Changes" in the bottom righthand corner when you are done with your entry.
7. Once you have entered the Name, URL, and Description of the Additional Resource, you will be able to save by clicking the "Save Changes" button at the bottom of the screen.
This will make the new Additional Resource visible to any new applicants submitting the pre-application form.
Tip! You may use the 6 dots in the upper lefthand corner to drag and drop a resource into a different order on the list of Additional Resources.
You may also use the upload button to the left of the text fields to upload a logo for the resource.
Tip! Use the trash can icon in the upper righthand corner of an Additional Resource to erase it from the list.