Contact Mini Profile

This iPart displays the basic contact information for a contact record, which can be an individual or a company. This information can include the name, profile image, company, and member status.

• 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.
• Display for authorized users only - (enabled by default) Hides the iPart from public users when accessing data for another person, which prevents spoofing (changing the ID in the URL to access another's data). Disable this option if you need to make this iPart visible to public users, such as for a public profile.
• Display for authorized users only - (enabled by default) Hides the iPart from public users when accessing data for another person, which prevents spoofing (changing the ID in the URL to access another's data). Disable this option if you need to make this iPart visible to public users, such as for a public profile.
  • Note: This iPart may behave differently if you have edited the permissions defined in your ClaimsMap.xml and ClaimTemplates.xml files. By default, only System Administrators and members of the Staff Group have the claims to access data for any user in the system.
• Display name - Select this option to display the contact record's full name.
• Display title - Select this option to display the contact record's title on a new line.
• Display organization- Select this option to display the organization's name associated with this contact record on a new line.
• Allow name editing - Select to enable the user to edit contact name information (such as Prefix, Name, and Designation) by clicking an edit link on the iPart's title bar.
  • These options apply only to profiles of individuals, not organizations:
    • 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.

Picture

• Display picture - Select this option to display the contact's picture.
• Allow picture change and removal - Select this option to allow users to add, change or remove profile pictures.
  • Prompt for Facebook connection (available only if the Facebook feature is enabled in the site's web.config file) - When enabled, contacts that edit their profile picture are prompted to connect to Facebook, so that they can use their Facebook profile picture in iMIS. To use this feature, you must create a Facebook app so that your website can connect to Facebook. See the topic Connecting picture iParts to Facebook.
• Max. file size - Enter a value for the largest allowable file size of an uploaded picture. The default value is 1024 KB. There is no maximum value, but consider your database size when setting the maximum file size.
• Max. image width - Enter a value in pixels for the maximum width of the image. The value must be between 50 and 1000. The height is automatically adjusted to maintain the aspect ratio of the image and to prevent distortion.
• File types - Enter the graphics file types that may be uploaded. The default values are .GIF, .JPG, .PNG, and .BMP (widest use for multiple browsers and multiple platforms on the website). Enter additional allowable file types, separated by commas.

Address

• Address type to display - Select an address type to display.

Status

• Display ID - Enable to display the contact's ID.
  • ID label - Enter the text you want to display as the ID label.
• Display billing category - Enable to display the billing category to which the contact belongs.
  • Billing category label - Enter the text you want to display as the billing category label.
• Display join date - Enable to display the contact's join date.
  • Join date label - Enter the text you want to display as the join date label.
• Display type - Enable to display the contact's type (for example, membership type).
  • Type label - Enter the text you want to display as the type label.
• Display status - Enable to display the status of the contact's membership.
  • Status label - Enter the text you want to display as the status label.
• Display paid thru date - Enable to display the date that the contact's membership has been paid through.
  • Paid thru date label - Enter the text you want to display as the paid through date's label.
• Allow status editing - Enable to allow users to edit the contact's status and billing category. These fields can only be edited if you have enabled them to display.
• Allow status editing - Enable to allow users to edit the contact's status. This field can only be edited if you have enabled them to display.

Notes:

• If viewing a company record from this iPart, an individual's name is not displayed if the option Suppress Individual Name Fields for Company Records is enabled in the Customers setup window for General > Basic Options. Changes made to the company name flow down to any individual records linked to that company.
• None.