Changes

Jump to: navigation, search

Signup Page

22 bytes added, 16:51, 8 September 2020
How to setup a signup page that uses the 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.
# if If you do not already have a custom field to hold the EIN number, create a '''Text Box - Text Single Line''' custom field in the organization custom fields, and permission this field to be available as desired.
# Setup a user signup page the same way as above.
# Setup an organization signup page the same way as above.
# 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 '''Mapping Field''' column drop down , select '''Lookup Field ID (EIN)'''.# In the '''Custom Field''' input column right beside the mapping field , start typing the name of the EIN field you created and select it from the list.
# Click '''Save'''.
Smartstaff, administrator
3,315
edits

Navigation menu