Difference between revisions of "Buyer's Guide"
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==How-To== | ==How-To== | ||
===Setup the Supplier Directory=== | ===Setup the Supplier Directory=== | ||
Revision as of 14:12, 12 February 2016
The Supplier Directory is a collection of addon components which provide a member directory for a subset of membership, and the online capacity to upsell position and advertising. You determine which organizations are displayed by manually selecting each organization you wish to include.
Contents
Terms
- Directory Ad Types
- tbd
- Directory Banner Ads
- tbd
- Directory Placements
- tbd
- Directory Showcase Ads
- tbd
- Directory Subcategories
- tbd
- Organiation Subcategories
- These are records that associate organizations to Directory Subcategories.
- Organizations
- tbd
- Account Contact
- The person at the organization who is responsible for the organization's listing
- Account Contacts Group
- A group that contains all account contacts.
Roles
- Account Contact
- The person at the organization who manages their listing
How-To
Setup the Supplier Directory
- Enter Organizations
- use the initialize tool
- check the appropriate organizations to Include in Directory
- individually assign Directory Subcategories to each Organization
Assign an Account Contact to an organization
- Edit the contact's people record and add them to the Account Contacts Group
- Edit the organization and select this contact as the Account Contact, under the directory tab.
Reference
Initialize Directory Records
Each organization in the system has a tab for the supplier directory. If an organization's initialized checkbox in the tab is clear, running this addon will initialize all the data in the Directory tab from other fields in the record.
Supplier Directory Settings
Use this tool to configure custom settings for the Supplier Directory.
Supplier Directory Vanity URL Processor
This tool creates a custom vanity URL on the website for every organization in the system. The URL is constructed as [Supplier Directory Vanity URL Prefix] + [Organization Name], then special characters such as & and ? are replaced with dashes. The [Supplier Directory Vanity URL Prefix] is a value you can set in the Supplier Directory Settings. Be careful to ensure the final name is not used on the website for other pages or services.
for example, if you set the [Supplier Directory Vanity URL Prefix] = "Directory/" and you have a organization named "ACME Shoes", a URL will be created http://www.yoursite.com/Directory/ACME-Shoes
