nBill Community nBill Home Page
23/May/2012, 12:23:39 AM *
Welcome, Guest. Please login or register.

Login with username, password and session length
News: Click Here for the nBill home page, or take a tour.  
 
   Home   Help Search Login Register  
Pages: [1]
  Print  
Author Topic: Displaying Client Information  (Read 99 times)
randym
Jr. Member
**
Offline Offline

Posts: 11


View Profile
« on: 26/January/2012, 06:54:02 PM »

I've set up an order form that includes the "standard" (default) client information page. I've moved this page after the actual order form, but before the summary page. I noticed that when you use the login form on that page, instead of displaying the client information and allowing to press the "next page" button before going to the summary, the client is just taken to the summary page directly.

Is there any way to prevent this from happening? I'd like the client information to be displayed after the client logs in so that they can see it before going to the summary page and actually placing the order.
Logged
netshine
Administrator
Hero Member
*****
Offline Offline

Posts: 4,563


View Profile
« Reply #1 on: 26/January/2012, 08:25:39 PM »

By default, the client profile fields have the 'published' property set to 'visible to new clients only'. If you set that property to 'visible to everyone' for each of those fields, it will display them, prepopulated, when the client logs in.
Logged
randym
Jr. Member
**
Offline Offline

Posts: 11


View Profile
« Reply #2 on: 26/January/2012, 08:47:49 PM »

Thanks.

It will be a pain in the ass to have to do this every time I set up a new order form. Is there some way to change the default for these fields to Visible to Everyone?

Logged
majeztic
Jr. Member
**
Offline Offline

Posts: 56


View Profile
« Reply #3 on: 27/January/2012, 01:39:23 AM »

You could set up one order form as you want it, then just make copies of it by using the 'Save Copy' button at the top of the order form page.  This option is also available for quote forms.

In fact, I would recommend this method of creating multiple order forms so that they all have a consistent look and layout.  
« Last Edit: 27/January/2012, 01:46:21 PM by majeztic » Logged
netshine
Administrator
Hero Member
*****
Offline Offline

Posts: 4,563


View Profile
« Reply #4 on: 27/January/2012, 05:09:49 PM »

^ What he said.  Grin
Logged
Pages: [1]
  Print  
 
Jump to:  

Powered by MySQL Powered by PHP Powered by SMF 1.1.16 | SMF © 2011, Simple Machines Valid XHTML 1.0! Valid CSS!