Important

You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Available in OroCommerce

Configure Settings for Contacts per Organization (Sales Rep Information)

To enable or disable the display of sales representative information in the storefront footer links per organization:

  1. Navigate to System > User Management > Organizations in the main menu.

  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.

  3. Select Commerce > Sales > Contacts in the menu to the left.

    Note

    For faster navigation between the configuration menu sections, use Quick Search.

  4. In the Display list, select one of the options that will determine what and whose information to show on the website.

    • Don’t Display Contact Info - no sales rep information is displayed. This option is the default one.

    • Customer User Owner - allow customer user owner information to be displayed.

    • Customer Owner - allow customer owner information to be displayed.

      Note

      User settings override all other settings if Customer Owner or Customer User Owner are selected as a display option.

    • Pre-configured - in the Contact Details text field, specify custom contact details you wish to be displayed.

    Such organization settings override settings set on the system level unless Use System check box is enabled.

  5. Options selected as Available User Options determine what options the user will see in the Customer Visible Contact Info list in their user configuration settings (in My User > My Configuration > Commerce > Sales > Contacts > Customer Visible Contact Info).

    The options are the following:

    • Don’t Display Contact Info – allow setting the option of no sales rep information to be displayed.

    • Use User Profile Data – allow setting the option of user profile details to be displayed.

    • Enter Manually – allow to set the option of manually entered text in the Enter Contact Info field.

    Such organization settings override settings set at the system level unless Use System check box is enabled.

  6. In the Guest Contact text box, you may enter contact information that will be shown to non-authenticated visitors. Click Use System to use the text configured at the system level.

  7. Click Save Settings.