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)