Smartstaff, administrator
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Changes
→Company Sign Up – External Verification
**''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the IRS database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the IRS database has been completed.
**''IRS Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the IRS search screen.
**''Exclude Foundations'': Allows users to specify certain Foundation Types that will not be returned by the IRS search, helping restrict which type of foundations that can register.
[[Image:SignUp16.png]]
**''CRA Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the CRA search screen.
When the Sign-up page is generated then the user is presented with a '''Search CRA Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
[[Image:SignUp17.png]]
**''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the UK Charity Commission database has been completed.
**''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the UK Charity Commission database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the CRA database has been completed.
**''CRA UK Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the UK Charity Commission database search screen. When the Sign-up page is generated then the user is presented with a '''Search UK Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
[[Image:SignUp18.png]]
*'''ABN''': Option to select if users wishes to search Australian Business Register database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
**''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the Australian Business Register database has been completed.
**''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the UK Charity Commission database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the Australian Business Register database has been completed.
**''CRA ABN Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the Australian Business Register database search screen. When the Sign-up page is generated then the user is presented with a '''Search ABN Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here. [[Image:SignUp19.png]]
==Company Sign up – Category Settings==
