Changing fields when applicants first register or sign up for new account?
We now need to collect DUNS #'s from all our grantees. I'd like to front-load this item for collection when potential applicants create their Organizational Profile with us. How can I edit that page again?
Also: PART 2
We fund individuals, as well as organizations. We receive a lot of support question because I believe one of the mandatory questions is about EIN#'s - which of course individuals do not have. I need to revise the instructions b/c apparently the instructions for how individuals maneuver this question have been changed. Either that or no one is reading the instructions!
How can I access this?
Thanks,
Sue
posted July 19, 2011 by Sue Ellen Kroll, Rhode Island Council for the Humanities
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Sue Ellen!
Unfortunately we don't have a way to add fields to the registration page. I believe the ultimate solution would be two-fold:
Allow folks to create their own registration forms, much the same as they currently create application and evaluation forms.Add the concept of organization reports fields so folks can add things like DUNS #'s and other organization specific fields that might not apply to all of our customer base.PART 2While you don't have direct access to editing the registration page, I can help you with this. An e-mail with the specifics of your requested edits should do the trick. Great to hear from you Sue Ellen. I'll send you an e-mail as a reminder as well. Thank you!
-raymondposted July 19, 2011 by Raymond Burket, Foundant Technologies