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: | To create a combined signup page for an organization and contact at the same time follow these instructions: | ||
− | # | + | # Create the [[Contact Sign-Up Page Settings|Contact 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. | |
− | # Create the | + | # Click Save. |
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Revision as of 13:53, 12 July 2017
To create a combined signup page for an organization and contact at the same time follow these instructions:
- Create the Contact Signup Page.
- Create the 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.