Difference between revisions of "Sign-Up Pages"

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(Redirected page to Overview of the Sign Up Features)
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A Sign-Up page is a web page created within the system and associated with a specific organizational [[Entity|entity]]. Sign-up pages are used to create a contact in that entity, and optionally provide log in access.
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#Redirect [[Overview of the Sign Up Features]]
 
 
There are a number of signup options:
 
 
 
* '''[[Creating a Contact Sign Up Page|Contact sign up]]''' - create a new person at the associated level in the [[Organisation Hierarchy|organization hierarchy]].
 
 
 
* '''[[Creating a Company Sign Up Page|Company sign up]]''' - create a new company at the associated level in the [[Organisation Hierarchy|organization hierarchy]].
 
 
 
* '''[[Creating a System Generated Organization and Contact signup page]]''' - Create a new company and Contact at the associated level in the [[Organisation Hierarchy|organization hierarchy]].
 
 
 
* '''[[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.
 
 
 
 
 
[[Category:System Management]][[Category:Sign-Up Features]]
 

Revision as of 13:39, 12 July 2017