diff --git a/content/applications/essentials/contacts.rst b/content/applications/essentials/contacts.rst index 852a0c577..8e36d93be 100644 --- a/content/applications/essentials/contacts.rst +++ b/content/applications/essentials/contacts.rst @@ -175,34 +175,11 @@ Partner Assignment tab Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner -Review` configurations. These are **only** present when the *Enterprise Resellers* module is -installed. +Review` configurations. These are **only** present when the *Resellers* module is installed. -To publish a list of all active partners on the website, a new webpage must be created first. - -To create a new webpage, navigate to :menuselection:`Website app --> Site --> Pages`, and click -:guilabel:`New`. Hover over the :guilabel:`Blank Page` template, and click the :guilabel:`Use this -template` button to create a new page. - -In the :guilabel:`New Page` pop-up window that appears, enter an appropriate title, like `Partners`, -in the :guilabel:`Page Title` field. Then, click :guilabel:`Create`. In the :guilabel:`Edit` toolbar -on the far-right of the page, click :guilabel:`Save`. - -Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a -partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the -top of the page to open that partner's webpage. - -Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building -blocks <../websites/website/web_design/building_blocks>` to add any additional design elements, or -information about the partner. - -.. tip:: - A company summary is a useful addition to this page. - -After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, -slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position. - -Repeat these steps for all partners. +.. seealso:: + Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more + information on publishing partners on the website. Membership tab -------------- @@ -220,16 +197,17 @@ drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Inv when both fields are filled in. Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the -:guilabel;`Membership` tab of a contact form. +:guilabel:`Membership` tab of a contact form. -To publish a list of all active members on the website, a new webpage must be created first. To -create a new webpage, navigate to :menuselection:`Website app --> Site --> Pages`, and click -:guilabel:`New`. Hover over the :guilabel:`Blank Page` template, and click the :guilabel:`Use this -template` button to create a new page. +Publish members directory +~~~~~~~~~~~~~~~~~~~~~~~~~ -In the :guilabel:`New Page` pop-up window, enter an appropriate title, like `Members`, in the -:guilabel:`Page Title` field. Then, click :guilabel:`Create`. In the :guilabel:`Edit` toolbar on the -far-right of the page, click :guilabel:`Save`. +To publish a list of active members on the website, the *Online Members Directory* application must +first be :ref:`installed `. After installing the module, add the `/members` page to +the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`. + +Publish individual members +~~~~~~~~~~~~~~~~~~~~~~~~~~ Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. Click the :guilabel:`Go to Website` smart button at the top of the page to open the member's