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Creating a Contact Sign Up Page

1,992 bytes added, 18:57, 28 September 2007
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==Creating a Contact Sign Up Page==

1. Click the '''Sign Up Organisation''' link.

2. Click the '''Settings''' [[Menu|menu]].

The [[Menu|menu]] now indicates that a company sign up exists.

3. Click the '''Contact Signup – No''' [[Menu|menu]].

The Contact sign up page for this organisation is displayed.

[[Image:Sign19.png]]

1. Set the '''Activate Page''' to '''Yes'''.

2. Set the following '''Mandatory''' and '''Optional''' fields.

[[Image:Sign26.png]]

3. Set the [[Role]] to Contact.

This would include any fields associated with all [[External|external]] contacts.

4. Click the '''Sample Template''' link for the '''Signup page Template'''.

5. Click the '''Sample Template''' link for the '''Confirmation page Template'''.

6. Click any '''Save''' button.

==Previewing the Sign up Page==

Before you activate the sign up page, you should preview and ensure that the fields and formatting are suitable.

1. Click the '''Preview''' button.

The sign up page is displayed in a separate [[Browser|browser]] window.

2. Close the '''Preview''' window.

==Testing a Contact Sign up Page==

You can test the sign up page by copying the sign up page [[URL]] into a new [[Browser|browser]] window and completing the form.

1. Select the address in the sign up page [[URL]] text box.

2. Press '''Control + C''' or choose the '''Edit Copy''' [[Menu|menu]].

3. Launch a copy of your [[Browser]].

4. Select the '''Address line''' in the [[Browser]].

5. Press '''Control + V''' or choose the '''Edit Paste''' [[Menu|menu]].

6. Press the '''Enter''' key.

The contact sign up page is displayed.

[[Image:Sign27.png]]

7. Complete the appropriate details.

8. Click the '''Submit''' button.

The Confirmation page is displayed.

9. Close this [[Browser|browser]] window.

10. Click on the '''Organisation''', '''External Contacts''' link.

[[Image:Sign28.png]]

The contact is listed under the sign up organisation.


[[Category:System Management]][[Category:Sign-Up Features]]
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