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Is EE suitable for customer registration/management

September 28, 2010 6:30am

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  • #1 / Sep 28, 2010 6:30am

    Martin de Wit

    150 posts

    Hi, I have some experience with EE but never really made much use of the member management system.

    Now I have plans let EE keep order of my customers. I have no need for public profiles etc. So I’m a bit worried about privacy issues since the member module is sort of an open community like system (at least, I get that impression).

    I would like something like this:

    1. People can register themselves and enter data in quite a lot of custom fields.
    2. They have to be able to come back and edit that data
    3. I need to be able to customize the design of the registration pages and need a lot of control over what pages/options are visible and which are not. For instance I really don’t want avatars, signatures, private messages, etc. in the options. If this can only be done by using stand alone pages, that’s fine.
    4. I use MSM and I need different groups with different custom fields per site but the possibility to upgrade to another group.

    Thanks.

  • #2 / Sep 28, 2010 2:23pm

    Lisa Wess

    20502 posts

    Hi, TSK -

    1.  No problem, you set up the custom fields you need.

    2.  Included.

    3.  There is only one registration page.  You can turn off those features, or exclude them from the template.  If you need even more flexibility, the Solspace User Module may be a good option.

    4.  Custom fields are installation-wide, not per site.

    You might also check out the subscription options posted at Devot-ee.  Some of those may provide a good start for your project’s needs.

  • #3 / Sep 29, 2010 11:20am

    Martin de Wit

    150 posts

    Thank you Lisa,

    I think I should be able to manage with EE alone. I need less options rather than more 😉

    I got one more question regarding the MSM question #4

    I will have customers on two levels (each level his own member group and site). On the first level they need to enter little information. But they can be upgraded to a higher level (another membergroup and site) and then they need to provide additional information about themselves. Would this be impossible without an add-on?

  • #4 / Sep 29, 2010 1:05pm

    Lisa Wess

    20502 posts

    Hi, TSK - You would need some customization, possibly in the templates alone using EE tags, to show those tags.  An add-on may help here, I’d recommend starting customizing and discovering what you need from there.

  • #5 / Sep 29, 2010 1:23pm

    Martin de Wit

    150 posts

    Hi Lisa,

    Thanks. I could use conditionals on basis of the member group to show or hide custom fields *. Great! I didn’t realize at first that these profile templates work sort of the same as the ordinary templates.

    * I guess they’d have to be non required

  • #6 / Sep 29, 2010 1:51pm

    Lisa Wess

    20502 posts

    In EE 2, the member templates are run through the full template parser.  You couldn’t do this at registration (since they’re not yet in a member group) but should be able to for editing the profile.

    Yes, they’d have to be non-required; though you could likely use some JS to halt the form submission unless they’re filled in.

  • #7 / Sep 30, 2010 2:43am

    Martin de Wit

    150 posts

    you could likely use some JS to halt the form submission unless they’re filled in

    Good idea 😊

    Thanks.

  • #8 / Sep 30, 2010 3:04pm

    Ingmar

    29245 posts

    Glad to see Lisa was able to help. Please post again in case there are any more questions.

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