Contact Listing

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

Description

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

Plug-in is created from within the "My Account" section of the website.
Plug-in is supported on the My Account page or a separate static page.
Multiple instances of the plug-in can be created and placed on a single website template to serve different functions.
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.
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.
- For example, if a contact has been specified as the Default Billing Contact, but NOT as the Default Shipping Contact then,
  - The "Identify as Default Billing" button will display.
  - The "Set as Default Shipping" button will display.
When user clicks a "Set as..." button:
- The data will be saved to the customer contact.
- An AJAX or page refresh call is initiated to show the updated values in all instances of the plug-in shown on the page.
- - For instance, if Contact #1 is currently the Default Billing Contact, and the user clicks the "Set as Default Billing" button on Contact #2, all Contact Listing plug-ins on the page will refresh to display the new information, and the Back Office is updated as well.
If the user clicks the Add New Button or the Edit Button, an iframe displays a template, including the following:
- Contact Label
- All standard Contact Fields
- All custom Contact Info Fields
- Save Contact Button
If the user clicks the Delete button, the contact is deactivated, and no longer displays in the plug-in.

Configuration Options

Configured a drop-down to specify which contact records to display:
- All Active Contacts
- Default Billing Contact
- Default Shipping Contact
- Default Pre-Order Shipping Contact
Number of Columns (Integer) determines how many columns results will be displayed in.
Holding Template - Template that encompasses the entire plug-in output.
Contact Cell - Template for an individual Contact Record.
May include tags for any customer contact field, as well as the button templates identified below.
Contract Edit Form - Template form to add/edit a contact.
Set as Default Billing Button - Template for the button that sets a contact as the Default Billing Contact.
Set as Default Shipping Button - Template for the button that sets a contact as the Default Shipping Contact.
Set as Default Pre-Order Button - Template for the button that sets a contact as the Default Pre-Order Shipping Contact.
Identify as Default Billing Button - Template for the button that identifies a contact as the Default Billing Contact.
Identify as Default Shipping Button - Template for the button that identifies a contact as the Default Shipping Contact.
Identify as Default Pre-Order Button - Template for the button that identifies a contact as the Default Pre-Order Shipping Contact.
Add New Button - Template for the button that allows user to create a new contact.
Delete Button - Template for the button that allows user to deactivate a contact.
Save Contact Button - Template for the button that allows user to save changes in the iframe entry form below.