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Company Sign-Up Page Settings

66 bytes added, 13:16, 10 January 2017
Company Sign Up – External Verification
*'''IRS''': Option to select if users wishes to search IRS database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
**''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 mappedSelect , then select the IRS field the data is to be extracted from using the drop-down Enter field, and finally enter the reference to 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.
**''IRS Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the IRS search screen.
**''Exclude Foundations'': Allows users to specify certain Foundation Types that will not be returned by the IRS search, helping restrict which type of foundations can register.
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