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How to setup a signup page that uses the a verification service
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===How to setup a signup page that uses the a an external verification service===Generally you setup each verification service in a similar way. Below is how you setup a signup page using the IRS verification option via Charity Navigator. Before you begin you need to setup a custom field to hold the '''Employer Identification Number''' (EIN) value. The EIN is a Federal Tax Identification Number, it is a unique nine-digit number assigned by the '''Internal Revenue Service''' (IRS) to business entities operating in the United States. This is created as a text box text single line custom field on the organization and then you will want to permission the field based on which types of organizations in your system will have this number.
Generally you setup each verification service in a similar way. Below is how you setup a signup page using the IRS verification option via Charity Navigator. Before you begin you need to setup a custom field to hold the '''Employer Identification Number''' (EIN) value. The EIN is a Federal Tax Identification Number, it is a unique nine-digit number assigned by the '''Internal Revenue Service''' (IRS) to business entities operating in the United States. # if you do not already have a custom field to hold the EIN number , create a '''Text Box - Text Single Line''' custom field on in the organization custom fields, and permission it this field to the types of organizations who would have this number in your systembe available as desired.# Setup a user signup page the same way as per above.
# Setup an organization signup page the same way as above.
# On the organization signup page select the desired user signup page as per above.
# Add In the '''Input Form''' section drag and drop the EIN custom field we created earlier from the '''Available Fields''' to the '''Selected Fields''' area using drag and drop. You need to create this This custom field is required in order to use the IRS verification feature (see above).# For '''External Verification Service''' choose select '''IRSInternal Revenue Service via Charity Navigator'''.# Add the Click '''Sample Instructions''' for both '''Search Instructions''' and '''Result Instructions'''.# For '''Additional Automatic Field Population''' click the '''Add Mapping Field''' button that looks like a plus sign to create a new row.# From the mapping field drop down select '''Lookup Field ID (EIN)'''.# In the next '''Custom Field''' input right beside the mapping field start typing the name of the EIN field you created and select it from the list.
# Click '''Save'''.
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