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Sign-Up Pages

1,940 bytes removed, 12:35, 21 July 2017
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There are a number #Redirect [[Overview of signup options:the Sign Up Features]]
* '''Contact sign up''' - create a new person at the associated level in the [[Organisation Hierarchy|organisation hierarchy]]. * '''Company sign up''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]]. * '''Company sign up page linked to a Contact sign up page''' - creates the company and then the contact. * '''Custom combined page''' - creates the company and contact off the same page. You use the feature as outlined below: 1. Create a standard '''Company Signup''' page within [[SmartSimple]]. Remember to set (as required): * The '''mandatory''' and '''optional''' standard fields.* The company '''categories'''.* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.* Click the '''Activate Page''' option button.* Set the '''Name Check''' field as appropriate (update profile or create new profile).* Click the '''Save''' button.* Make note of the token reference in the standard [[URL]]. 2. Create a standard '''Contact Signup''' page within [[SmartSimple]]. Remember to set (as required):  * The '''mandatory''' and '''optional''' standard fields.* The contact [[Role|roles]].* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.* Click the '''Activate Page''' option button.* Set the '''Email Check''' field as appropriate (update profile or create new profile).* Set the '''Enable Login''' - if required.* Click the '''Save''' button. Make note of the token reference in the standard [[URL]]. 3. Edit the attached '''signup''' page and modify the token references to the two tokens noted in steps 1 and 2. [[Image:Signup.png]] 4. '''Save''' the page. 5. Create a web enabled [[Smart Folder]] and store the modified page in the folder. 6. Select the [[URL]] for this file through the '''File Options'''. 7. Use this [[URL]] as the link in the website. [[Category:System Management]]{{DeprecatedPage}}
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