diff --git a/content/applications/essentials/contacts.rst b/content/applications/essentials/contacts.rst index c74b77742..852a0c577 100644 --- a/content/applications/essentials/contacts.rst +++ b/content/applications/essentials/contacts.rst @@ -178,12 +178,67 @@ section, and other partner options, including :guilabel:`Partner Activation` and Review` configurations. These are **only** present when the *Enterprise 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 At the top of the page, +slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position.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. + Membership tab -------------- -Finally, there is the :guilabel:`Membership` tab, which can help users manage any memberships that -are being offered to this specific contact. It should be noted that this tab only appears when the -*Members* applications is installed. +Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any +memberships that are being offered to this specific contact. It should be noted that this tab +**only** appears when the *Members* application is installed. + +Activate membership +~~~~~~~~~~~~~~~~~~~ + +To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership` +tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the +drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` +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. + +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. + +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`. + +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 +webpage. + +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 members. Smart buttons =============