You may want to configure some options for the user experience when creating a new account on the Public view to tailor the experience for your organization.
Need more?
■ Finding records in Contacts
■ Creating an account
To configure the new account experience
1. Several configuration options are available. This procedure lists some of the recent additions as well as typical configuration settings.
2. Go to System Setup > Set up customer web components > Create account search.
□ Select User must select his or her company before creating an account to allow customers to search for company records.
□ If you want to allow searches only among certain types of members, enter the codes for those member types in Search only among members of this type.
3. Go to System Setup > Set up web components > Organization configuration.
□ Enter an email address in the E-mail address to notify when an account is updated field.
□ Enter an email address for the Email From (CreateAccountEmailFrom) field to designate a particular email address to send the logon information to new accounts.
4. More configuration options are available and you can continue tailoring as you see fit.
Tips
The following information can be helpful when configuring contact creation and search options.
■ It is possible for a customer to overwrite the pre-populated primary address of their selected institute.
■ By default, iMIS displays only the Institute name when a customer searches for institutes.
■ The customer can opt not to associate their contact information with a company. When looking up their information, a member is required to go through the process of looking for their company, but then has the option to say that their company is not listed.