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| − | To create a signup page for an organization and contact at the same time follow these instructions:
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| − | # Go to “external hierarchy” under “organization” in the left navigation.
| + | See [[Signup_Page]] |
| − | # You will need to create an organization that will hold all new organization and contacts. For example you may want to create a holding organization called “web registrants” to hold all organizations that have registered via this signup form.
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| − | # Once you have a holding organization, click on that organization's name to open its profile screen.
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| − | # On the desired organization profile screen, click on “settings”, then “contact signup”.
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| − | # This will open the contact signup page. Create the contact signup page as per this article [[Creating a Contact Sign Up Page|Creating a Contact Sign Up Page]]. Once you have created your contact signup page, move to the next step.
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| − | # Go to “external hierarchy” under “organization” in the left navigation.
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| − | # Click on the desired holding organization you created in step 2.
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| − | # On the selected organization's [[profile]] screen, click on “settings”, then “organization signup”.
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| − | # Create the organization signup page as per this article [[Creating a Company Sign Up Page|Creating a Company Sign Up Page]]. Once you have created your organization signup page, move to the next step.
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| − | # On the organization signup page, you will see a label called “Attach Contact Signup Page.” Beside that, you will see a drop down. Click on the drop down and select the contact signup page you created in step 5.
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| − | # Below “@INPUT_FORM@” in the signup page template add “@USER_INPUT_FORM@”. This will create the organization signup page with the contact signup page below. You can see an example of this in this article [[System Combined Sign-Up Page Template|System Combined Sign-Up Page Template]].
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| − | # Most clients like to put the registration page on their login page. To do this, copy the “Standard” url and paste it into this code <a href="url goes here">Register here</a>. Then copy the entire string into your login page. (The login page can be found under “global settings”).
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| − | If you wish to create a registration process where the company is first registered and then a contact at the company is registered, you can add the [[URL]] for the Contact [[Sign-Up Pages|sign up page]] to the '''Company Confirmation Page Template'''.
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| − | ==See Also==
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| − | * [[Creating a Contact Sign Up Page]]
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| − | * [[Creating a Company Sign Up Page]]
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| − | * [[System Combined Sign-Up Page Template]]
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| − | [[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]]
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This article is deprecated and the information contained within may no longer be correct.
