Changes

# Go to “external hierarchy” under “organization” in the left navigation.

# You will need to create an organization that will hold all new organization and contacts. For example you may want to create a holding organization called “web registrants” to hold all organizations that have registered via this signup form.

# Once you have a holding organization click on that organizations name to open its profile screen.

# On the desired organization profile screen click on “settings”, then “contact signup”.

# This will open the contact signup page. Create the contact signup page as per this article [[Creating a Contact Sign Up Page|Creating a Contact Sign Up Page]]. Once you have created your contact signup page move to the next step.

# Go to “external hierarchy” under “organization” in the left navigation.

# Click on the desired holding organization you created in step 2.

# On the selected organizations profile screen, click on “settings”, then “organization signup”.

# Create the organization signup page as per this article [[Creating a Company Sign Up Page|Creating a Company Sign Up Page]]. Once you have created your organization signup page move to the next step.

# On the organization Signup page you will see a label called “Attach Contact Signup Page” beside that you will see a drop down. Click on the drop down and select the contact signup page you created in step 5.

# Below “@INPUT_FORM@” in the signup page template add “@USER_INPUT_FORM@”. This will create the organization signup page with the contact signup page below. You can see an example of this in this article [[System Combined Sign-Up Page Template|System Combined Sign-Up Page Template]].

[[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]]