When SuperCRM is enabled, a form called 'Organisation Contacts' is automatically added to the Online Registrations area. This provides an easy way for contacts to be added and linked to organisations affiliated to you.
The Organisation Contacts form is a system form (this means the form is automatically added to your site). There are fields at the top of the form you are unable to change including name, email, phone and address.
Below this is a section called Job Details. In this section is a question titled Job Function.
When the form is applied to your site, there are no Job Function options populated. You can edit the form and add job functions that are relevant to your organisation. Examples of Job Functions for a club that could be used include:
- Primary Contact
- Registrations Coordinator
- Junior Delegate
Under the Organisations tab within SuperCRM, there is the ability to add organisations.
When an Organisation is added to the Organisations tab they automatically appear as an Organisation to select from the drop down list on the Organisations Contacts form.
When someone completes the Organisation Contacts form they get added as a Contact to that Organisation in SuperCRM.
Regional Sports Organisations
If you are a regional sports organisation that uses SuperForms, for example a netball centre or softball association, any of your affiliated clubs & schools will automatically be displayed in the Organisation tab of SuperCRM.
By displaying the Organisation Contacts form your club & school contacts can complete the form and automatically be added as a contact to their organisation.