Changes

Jump to: navigation, search

Company Sign-Up Page Settings

8 bytes added, 13:08, 10 January 2017
Company Sign Up – External Verification
**''IRS Field'': Allows users to map values from the fields returned by the IRS database search to fields within the system itself. This includes specifying the field that stores the EIN or Registration # for the organization, which will be automatically populated once a successful search of the IRS database has been completed. The corresponding fields must be displayed on the Signup page and will be read-only when viewed. Use the '+' symbol to add additional rows of data to be mapped, select the IRS field from the drop-down and enter the field id custom field (with prefix of cf_) in the Custom Field column.
:[[Image:SignUpIRS.png|550px|border]]
**''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the IRS database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the IRS database has been completed.
Smartstaff, administrator
4,478
edits

Navigation menu