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Signup Page

1,963 bytes removed, 20:42, 9 March 2023
Signup Options
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||Form Submission Behavior (User Signup)
||This setting is only found on the User Signup page. Typically, you will choose '''Only create new users'''. The three available settings are:* Most people use the default '''Create new or update matching user''' - is not recommended as it allow the direct update of users when existing duplicate matches are found, or create new users when no match is found.* '''Only create new user''' – Is recommended and Only creates a user as new when only if no existing duplicate match is found. No updates are made to contacts when existing duplicate users are found.* '''Always create new user''' – is not recommended and will always create a user as new, regardless of whether any existing duplicate match is found
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||Duplicate Restriction Message
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||User Signup
||Only available on the organization signup page. Choose between '''Single User''' which will create 1 one user along with the organization or '''Multiple Users''' which can create multiple sets of users along with the organization.
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||User/Multiple User Signup Page
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||Form Submission Behavior (Organization Signup)
||Only available on the organization signup page. Typically, only '''Create new organization, block submission if matching organization found''' is recommended. The options are:* '''Create new organization, update if matching organization found''' - This setting is not recommended. Allows Most people use the direct update of organizations when existing duplicate matches are found, or create new organization when no match is found.* default '''Create new organization, block submission only if matching organization found''' - This is the default setting. It only allows the creation of organizations as new when no existing duplicate match is found. No updates are made to either organizations or contacts when existing duplicate organizations are found.* '''Create new organization regardless of matching organization found''' - This setting will always create an organization as new, regardless of whether any existing duplicate match is found.* '''Create new organization, if matching organization exists, only update users''' – This setting allows you to create a new organization or create a new contact under an existing organization. No updates are made to either organizations or contacts when existing duplicate organizations are found.* '''Create new organization, if matching organization exists, show entries to select, with option to create new''' - This setting allows you to create a new organization or create a new contact under an existing organization. When duplicate organizations are found, allow for the selection of a duplicate organization, and also allow an option to force create a new organization. 
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||SmartCheck Validation
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||Default State
||This setting is used to specify a default State /Province on the signup page. For example, if all applicants registering via this signup page live in New York State, you might choose that option as the default State.
When the form opens, if the value chosen is New York then that value will automatically be pre-selected in the State field for the user. The user can still change the State field value if they wish, but if the user does not, this feature saves the user some time.
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||Page Layout
||This setting controls the layout of the page. '''Default''' is recommended as you will always get the latest and greatest signup page template. If you select Custom you will be able to add the sample template and customize the HTML of the signup page. However, if you select custom, your template will not get updated with future upgrades and as such you may be need to manually update your custom template to ensure it continues to work as expected after future upgradeseach upgrade.
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