Contact Account Creator
This iPart allows users to create an account for an individual or
organization. It can be configured to require only a name and an email in order
to create an account. It also has the option to include a name prefix, name
suffix, phone, address, and the option to create a logon.
- Name - Enter a name for the content item. This text
appears during design mode (configuration).
- Title - Enter the text to display above this iPart on the
rendered page. If blank, no title displays.
- Do not render in design mode - Select this option to
prevent content record data from being loaded in the content editor. This
improves performance during design time (configuration).
- iPart CSS class - (optional) Enter the name of a CSS
class that will be applied to the iPart at runtime. Add this CSS class to an
appropriate style sheet. Using such classes lets you apply special formatting
to targeted iParts in a reusable way.
- Display a border around this content - Select this option
to display a border around this iPart on the rendered page.
- Display content within a collapsible panel - Enable to
allow users to minimize the panel within the page, to work with dense pages
more efficiently.
- Show the content as collapsed - Enable to display the
panel minimized by default.
Tip: Be sure that the
Title makes clear what data is hidden from view.
- Hide for authenticated users - Enable to display a
Create Account link only to unauthenticated users
- Commit sequence - Allows you to explicitly define the
execution order of multiple iParts in a content record. The number in this
field indicates the processing order for this iPart, relative to the other
iParts in the same content record. The value must be 0 or greater. You can
leave the default value of 0 if the execution order of iParts is not a
concern. iParts with a value of 0 are processed after any other
iParts with a non-zero Commit sequence value that are on the
same content record.
Account
- Type of account to create - Sets the type of account that
authenticated users can create from this iPart (note that
unauthenticated users can only create individual accounts):
- Individual only - Only individual contacts can be created.
- Organization only - Only organization contacts can be created.
- Individual or organization - Either individual or organization
contacts can be created.
- These options apply only when an individual contact is being
created:
- Allow input/selection of primary organization - During
name editing (if enabled), this option adds a Primary
Organization field in which users can add or change their
organization name. After the user types several characters, a dynamic filter
begins presenting the user with possible matching organization records, to
encourage them to link themselves to an existing organization. If none
match, the entered name is saved as plain text. When a matching organization
is selected, the individual contact is added to the selected organization's
roster.
- Require primary organization - Select this option to
force users to select an existing organization or enter a new one, to be
saved with their record.
- Organization list query path - If needed, select a
custom query for listing appropriate organizations, such as if you have
content records specific to different types of users.
- Note: If the query is not found (such as when the query name
is mistyped), the iPart will display an empty list. Delete the query path
to re-instate use of the default query.
- Include prefix - Deselect this option to hide the Prefix
field.
- Include suffixuffix - Deselect this option to hide the
Suffix field.
- Include phone - Deselect this option to hide the Phone
field.
- Include email - (Organization accounts
only) Deselect this option to hide the Email field for organization
accounts.
- Require address - (required when creating accounts
for commerce) Select this option to display the Address fields. When
enabled, a user must enter their address information to create an account. If
selected, the following options also apply:
- Multiple address lines - Select this option to display
three Street address lines. If disabled, only a single line is displayed for
the Street address.
- Single text address - When enabled, a single address entry field
is displayed for users in the U.S., so that they can enter their Street
Address, City, State, and Zip code in a single text block. After submitting
the address, the address verification service parses the entry and stores
the values in the appropriate fields.
- Note: The Multiple address lines option affects how the
Street Address portion is broken down. If enabled, long addresses may be
stored in multiple lines. If disabled, long addresses are stored in a
single Street Address field.
- Create address purpose - Select the address purpose to
which the new address will be applied.
- No email duplicates - Members who cannot recall their
logon to access your site may try to create a new account. When this option is
enabled, the iPart checks the email address entered for a match in your
database. If it finds one, it guides members through a logon recovery process
to prevent the creation of duplicate accounts. When this option is disabled,
the iPart does not check for other accounts with the same email
address.
Sign in
- Include Sign In link - Select this option to display a
Log On link for users who are already registered. This link
will only display when no user is currently logged in.
- Include option to create an account -
Select this option to allow users to create a logon and password at the same
time they create their account. If selected, the following options also apply:
- Require username and password - Select this option to
require the user to enter a logon and password.
- Use email as username - Select this option to set the
logon as the user's email address. The user is prompted to confirm their
email address when creating an account.
Redirect
- Redirect to
- Content record or URL - Select this option to redirect
the user to a content record or URL page after an account is created.
- Previous page - Select this option to redirect the user
to the previous page after an account is created.
- Do not redirect - Select this option to return to the
create account link page.
- Content or URL to Link to - Enter the content record or
unique URL link that will be displayed after an account is created. This is
the target of the navigation link. You can specify an absolute URL to any
website, a relative URL to pages within the website associated with this
sitemap, or you can browse for a content record. For relative URLs, use a
tilde character to represent the IIS web site root where this sitemap�s
website is located: ~/ThisWebsiteFolder/Default.aspx
Notes
- Postal addresses entered through this iPart are automatically uploaded to
a service that verifies and standardizes the address. Users can then either
accept the suggested address or keep the original, as they entered it.
- When adding this iPart to a content record, keep the
following notes in mind:
- To use this iPart, you must enable the Auto Assign Member Number
option from Customers setup window for Basic Options.
- The address purposes available in this iPart are based on the
ADDRESS_PURPOSE table defined Customers table setup for General
lookup/validation.
- You can select the default Customer Type to use for new contacts
created in this iPart from System Setup > Set up web components >
Quick setup.
- When adding this iPart to a content record, keep the
following notes in mind:
- Configuration of the password policy for the application is specified in
the <system.web><membership> section in the
web.config file.
- Only inline editable iParts follow the Commit Sequence. The
Contact Account Creator is an inline editable iPart.
- The Contact Account Creator is required when you set up a
donation page that processes payments immediately (instead of through the
cart). Processing a donation immediately requires that multiple iParts are
defined in a single content record. It does not matter the order in which the
iParts are defined on the page. In the scenario outlined below, where the
Donation Creator is the first iPart displayed on the page and the Submit Order
Button Link is the last iPart displayed, the Commit sequence value
controls the order in which the iParts are processed. When the donation is
"submitted" from the content record, execution control is given to each iPart
based on the Commit sequence value shown in parentheses:
- Donation Creator (2)
- Contact Account Creator (1)
- Submit Order Button Link (3)
- Payment Creator (4 or 0)