iPart enhancements

Contact Account Creator - Set which query selects companies

You can now configure Contact Account Creator iParts to display a list of companies and organizations using queries designed specifically for your organization. Rather than this being a global option, you can have different iPart instances use different queries, such as if you have content records specific to different types of users.

Contact Account Creator, Mini Profile - options to select organization

You can now configure the Contact Account Creator and Contact Mini Profile iParts to allow your users to add or change their organization while they create or update their account. A separate option lets you require them to enter an organization. In all cases, as users enter characters in the field, a list of matching names updates dynamically, and users can select one from the list. If their organization is not found, then the name that they enter in the field is stored in their record.

Contact Mini Profile – company name links to profile

To make it easier to view both individuals and their parent organizations, the Contact Mini Profile iPart now dynamically links the contact's company name to the profile page for that company, if possible. When a matching company ID exists, the company name appears as a link that opens that company record. When no matching company exists, it simply shows the name as text only.