Difference between revisions of "Creating a System Generated Organization and Contact signup page"
| Line 3: | Line 3: | ||
1. Create the [[Contact Sign-Up Page Settings|Contact Signup Page]]. | 1. Create the [[Contact Sign-Up Page Settings|Contact Signup Page]]. | ||
| − | 2. Create the [[Company Sign-Up Page Settings| | + | 2. Create the [[Company Sign-Up Page Settings|Company Signup Page]]. |
3. Go to the '''Attach Contact Sign up Page''' drop-down and select the Contact Signup page. | 3. Go to the '''Attach Contact Sign up Page''' drop-down and select the Contact Signup page. | ||
Revision as of 13:57, 12 July 2017
To create a combined signup page for an organization and contact at the same time follow these instructions:
1. Create the Contact Signup Page.
2. Create the Company Signup Page.
3. Go to the Attach Contact Sign up Page drop-down and select the Contact Signup page.
4. 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.
5. Enable Same Address option if you wish to have option to copy address from Company to Contact.
6. Enter text in the Same Address Button Label if you wish to customise the button.
7. 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.
8. Click Save.
