image16.gif

 


 

 

Contact Listing

This plug-in is used to display better visibility and management of customer contacts.

contact_list.png

Description

Listed below are the features and configuration options for the Contact Listing Plug-in.

 

  1. Plug-in is created from within the "My Account" section of the website.

  2. Plug-in is supported on the My Account page or a separate static page.

  3. Multiple instances of the plug-in can be created and placed on a single website template to serve different functions.

  4. Plug-in will only output information when customer is logged into the website. If customer is NOT logged in, and is able to access a page that contains the plug-in tag, the plug-in does not render any HTML.

  5. If a contact is already specified as the default Billing, Shipping, and/or Pre-Order Shipping contact, then the corresponding buttons are modified from the "Set as..." version to the "Identify as..." version.

  6. When user clicks a "Set as..." button:

  7. If the user clicks the Add New Button or the Edit Button, an iframe displays a template, including the following:

  8. If the user clicks the Delete button, the contact is deactivated, and no longer displays in the plug-in.

Configuration Options

  1. Configured a drop-down to specify which contact records to display:

  2. Number of Columns (Integer) determines how many columns results will be displayed in.

  3. Holding Template - Template that encompasses the entire plug-in output.

  4. Contact Cell - Template for an individual Contact Record.

  5. May include tags for any customer contact field, as well as the button templates identified below.

  6. Contract Edit Form - Template form to add/edit a contact.

  7. Set as Default Billing Button - Template for the button that sets a contact as the Default Billing Contact.

  8. Set as Default Shipping Button - Template for the button that sets a contact as the Default Shipping Contact.

  9. Set as Default Pre-Order Button - Template for the button that sets a contact as the Default Pre-Order Shipping Contact.

  10. Identify as Default Billing Button - Template for the button that identifies a contact as the Default Billing Contact.

  11. Identify as Default Shipping Button - Template for the button that identifies a contact as the Default Shipping Contact.

  12. Identify as Default Pre-Order Button - Template for the button that identifies a contact as the Default Pre-Order Shipping Contact.

  13. Add New Button - Template for the button that allows user to create a new contact.

  14. Delete Button - Template for the button that allows user to deactivate a contact.

  15. Save Contact Button - Template for the button that allows user to save changes in the iframe entry form below.

 

 

 

 

 

 

© 2015 CORESense · 1-866-229-2804 · info@coresense.com · 125 High Rock Avenue, Saratoga Springs, NY 12866