Signup/Populating Signup Addresses - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2018-02-26T03:22:20Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Dcowan: added sample links image

2017-01-16T06:25:57Z

added sample links image

Scarpenter: /* Prerequisites */

2016-11-24T04:16:07Z

‎Prerequisites

Scarpenter: /* Overview */

2016-11-24T00:45:21Z

‎Overview

Scarpenter: /* Overview */

2016-11-24T00:42:48Z

‎Overview

Scarpenter: /* Web Page Comparisons */

2016-11-23T22:52:29Z

‎Web Page Comparisons

Scarpenter: /* Web Page Comparisons */

2016-11-23T22:49:06Z

‎Web Page Comparisons

Scarpenter: /* Web Page Comparisons */

2016-11-23T22:45:18Z

‎Web Page Comparisons

Scarpenter: /* Overview */

2016-11-23T22:27:55Z

‎Overview

Scarpenter: /* Configuration */

2016-11-23T22:22:02Z

‎Configuration

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Auto Populating Addresses in Sign Up Orders}}
+=This Content Has Moved House=
-This feature supports standard and complex addresses only. Unstructured addresses are not supported.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-This feature is optional and is not included with either the [[Agent Management|Agents]] module or the [[End_User_Portal_and_Customer_Sign_Up_Portal|Sign Up Portal]] by default. If you would like to subscribe to this feature, please contact Emersion Sales.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-== Prerequisites ==
+[https://resources.emersion.com/display/EKB/Configure+Auto-Populating+Addresses+in+the+Sign+Up+Portal Take me to the Emersion Knowledge Base article]
-* A subscription to the [[Agent Management|Agents]] module
+[[file:new_home_sm.jpg|900px]]

← Older revision		Revision as of 06:25, 16 January 2017
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	== Prerequisites ==		== Prerequisites ==
		+	[[File:PKG CAT ROLE SITE ADDRESS SIGNUP LINKS.png\|thumbnail\|Sample (Package Group / Package Catalog Role / Role / Org Unit / Site Address / Agent) Links Image]]
	The following prerequisites apply before you can use this feature		The following prerequisites apply before you can use this feature

@@ Line 15: / Line 15: @@
 * A correctly configured Agent account under your Retail Service Provider Account.
 * A unique '''Agent Code''' saved in the ''Org Unit'' of each Agent account where address fields will be populated.
 * A site address is saved against the Agent Account and one is marked as ''default''.
-The ability to pass the Agent Code to the Sign Up Portal via a parameter in the URL.
+* The ability to pass the Agent Code to the Sign Up Portal via a parameter in the URL.
 == Address Types and Fields ==

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Auto Populating Addresses in Sign Up Orders}}
 = Overview =
-This feature provides the ability to populate all, or parts of an address used in an orders for that agent that come through the Sign Up Portal. This may be useful when agents selling your products and services are limited to a specific region or area and parts of an address are always going to be the same when the order is received.
+This feature provides the ability to populate parts of an address in cases when an order is submitted via the Sign Up Portal. This may be useful when agents selling your products and services are limited to a specific region or area and parts of an address are always going to be the same when the order is received.
 This feature supports standard and complex addresses only. Unstructured addresses are not supported.

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Auto Populating Addresses in Sign Up Orders}}
 = Overview =
-Service providers who use the Emersion [[End_User_Portal_and_Customer_Sign_Up_Portal|Sign Up Portal]], the [[Agent Management|Agents]] module and who has [[Service_Types|service types]] that use the [[Services/Orders/Address-based_Service_Qualification|address-based service qualification ('SQ')]] the ability to populate all, or parts of an address used in an orders for that agent. This may be useful when agents selling your products and services are limited to a specific region or area and some fields are always going to be the same.
+This feature provides the ability to populate all, or parts of an address used in an orders for that agent that come through the Sign Up Portal. This may be useful when agents selling your products and services are limited to a specific region or area and parts of an address are always going to be the same when the order is received.
 This feature supports standard and complex addresses only. Unstructured addresses are not supported.

@@ Line 99: / Line 99: @@
 | [[File: Complex-address-in-signup.png|800px|xx]]
 |}
 {| class="wikitable" style="border-style: solid; border-width: 1px 1px 1px 1px; margin-left: auto; margin-left: 0px;"
 |-
 | Cumulus
 | Sign Up Portal
 |-
 | [[File: Standard-address-in-cumulus.png|400px|xx]]
 | [[File: Standard-address-in-signup.png|800px|xx]]
 |}

← Older revision		Revision as of 22:45, 23 November 2016
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	= Web Page Comparisons =		= Web Page Comparisons =
	Below are side-by-side comparisons of standard and unstructured addresses once the system is configured correctly. These are your expected results.		Below are side-by-side comparisons of standard and unstructured addresses once the system is configured correctly. These are your expected results.
		+
		+	{\| class="wikitable" style="border-style: solid; border-width: 1px 1px 1px 1px; margin-left: auto; margin-left: 0px;"
		+	!colspan="2"\|Complex Address
		+	!colspan="2"\|Standard Address
		+	\|-
		+	\| Cumulus
		+	\| Sign Up Portal
		+	\| Cumulus
		+	\| Sign Up Portal
		+	\|-
		+	\| [[File: Complex-address-in-cumulus.png\|1000px\|xx]]
		+	\| [[File: Complex-address-in-signup.png\|1000px\|xx]]
		+	\| [[File: Standard-address-in-cumulus.png\|1000px\|xx]]
		+	\| [[File: Standard-address-in-signup.png\|1000px\|xx]]
		+	\|}

← Older revision		Revision as of 22:22, 23 November 2016
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	Address fields in the Sign Up Portal that are not populated will need to be completed by the user during the order.		Address fields in the Sign Up Portal that are not populated will need to be completed by the user during the order.
		+
		+	=== Test URL ===
		+	Open a web browser and test the URL that was created in the second step above. Proceed through the order to ensure address fields populated in Cumulus are populating in the address-based SQ.