Create account search window

On the Create account search page, you can specify certain prompts and the company information you want to be displayed when users search for their company.

From System Setup, select Set up customer web components > Create account search.

Tip: Several of the fields on this configuration window relate to creating non-individual accounts (see Creating non-individual accounts in Web view), for Full and Casual users to enter new accounts.

Search only among members of this type        

Enter the member codes that you want to limit for website visitors to search. 

Title of the Company Search page

Specifies the heading text on the page where members search through company records. You may want to modify this if company does not describe the types of records your visitors would search through.

Prompt to show after searching for a company

Specifies the wording for letting a website visitor know about their search results.

User must select his or her company before creating an account

Specifies whether you require that a user selects from existing company records before moving through the account creation process.

Note: If their company does not yet exist in the iMIS database they may enter their company’s name when creating their record.  However, this does not add the company record to the database or add the user’s record to a company roster.

Show... in company search results

Specifies the company information displayed in the company search results.