Contact Name

• 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.
• Allow editing - Select this checkbox 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.
• Display name - Select this option to display the contact record's formatted full name in the first line.
• 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.

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 iMIS Desktop > Customers > Set up module > General > Basic Options.
• None