Difference between revisions of "Sign-Up Pages"
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* '''[[Creating a Company Sign Up Page|Company sign up]]''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]]. | * '''[[Creating a Company Sign Up Page|Company sign up]]''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]]. | ||
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| + | * '''[[Creating a System Generated Organization and Contact signup page]]''' - Create a new company and Contact at the associated level in the [[Organisation Hierarchy|organisation hierarchy]]. | ||
* '''[[Linking a Company and Contact Sign Up Page|Company sign up page linked to a Contact sign up page]]''' - creates the company and then the contact. | * '''[[Linking a Company and Contact Sign Up Page|Company sign up page linked to a Contact sign up page]]''' - creates the company and then the contact. | ||
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* '''[[Converting Fields To Contacts]]''' - converting fields in an application into an actual contact using sign-up page feature. | * '''[[Converting Fields To Contacts]]''' - converting fields in an application into an actual contact using sign-up page feature. | ||
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[[Category:System Management]][[Category:Sign-Up Features]] | [[Category:System Management]][[Category:Sign-Up Features]] | ||
Revision as of 14:22, 28 February 2014
A Sign-Up page is a web page created within the system and associated with a specific organisational entity. Sign-up pages are used to create a contact in that entity, and optionally provide log in access.
There are a number of signup options:
- Contact sign up - create a new person at the associated level in the organisation hierarchy.
- Company sign up - create a new company at the associated level in the organisation hierarchy.
- Creating a System Generated Organization and Contact signup page - Create a new company and Contact at the associated level in the organisation hierarchy.
- Company sign up page linked to a Contact sign up page - creates the company and then the contact.
- Custom Combined Sign-Up Page - creates the company and contact off the same page.
- Converting Fields To Contacts - converting fields in an application into an actual contact using sign-up page feature.
