Difference between revisions of "Creating a System Generated Organization and Contact signup page"

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To create a combined signup page for an organization and contact at the same time follow these instructions:
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{{DeprecatedPage}}
  
# Create the [[Contact Sign-Up Page Settings|Contact Signup Page]].
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See [[Signup_Page]]
# Create the [[Company Sign-Up Page Settings|Companyt Signup Page]].
 
# Go to the '''Attach Contact Sign up Page''' drop-down and select the Contact Signup page.
 
# Return to the '''Update Behaviour''' field and set the '''Only create new organizations and allow contact signup''' option if contat should be created even if matching company is found.
 
# '''Enable Same Address''' option if you wish to have option to copy address from Company to Contact.
 
# Enter text in the '''Same Address Button Label''' if you wish to customise the button.
 
# Go to the '''Signup Page Template''' section and click on the '''Sample Template''' link.
 
'''NOTE''':There are differences in the Standard Template used for a standalone Company sign-up page compared to one which has a contact sign-up page attached. The system enforces the correct template on save, displaying alerts if the wrong template is not used.
 
# Click Save.   
 
  
 
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[[Category:Deprecated]]
==See Also==
 
 
 
* [[Creating a Contact Sign Up Page]]
 
* [[Creating a Company Sign Up Page]]
 
* [[System Combined Sign-Up Page Template]]
 
 
 
[[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]]
 

Latest revision as of 10:12, 26 September 2018


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.

See Signup_Page