Creating a New Individual and Organization Record on the Web Site

You can create an individual record and an organization record on the Web Site as new customers. A link can then be created between the two records so the individual is indicated as the primary contact for that newly created organization.

Or, an individual can create an individual record on the Web Site and link themselves to an existing organization record based on the domain matching rules of netFORUM.

To create a new individual record:

1. Go to the Web Site.
2. In the navigation bar, click Login.
3. Click New Visitor Registration.
4. Verify your registration by entering your e-mail address and clicking Go.

If no match is found in the database, the New Visitor Registration form will appear.

5. Complete the New Visitor Registration form.

6. Click Create Account to create your own record.

7. Click Create Account & Enter Your Organization Info to create both individual and organization record.

In this example, Create Account & Enter Your Organization Info was selected.

To create a new organization record:

1. If the organization is not listed, select the NOT LISTED HERE radio button.
2. Click Continue.

3. On the Add Organization Information form, enter the organization information and click Save.

 

4. Click the My Information link to view the updated profile information.  

In the Linked Organizations Information section, click the organization name to go to the Organization Profile.

The profile may display multiple organizations where the individual is the primary contact.

The Organization Profile shows the organization's address and contact information as well as the Primary Contact's address and contact information.