Knowledge Base - Tutorial : SobiPro Visit Card Application

Quick introduction

The MyJoom Visit Card Application is a native Sobipro application designed to allow users to be able to download a .VCF file that contains the Sobipro entry information for easy import into 3rd party programs like Microsoft Outlook. It is configurable in the back-end and you can define what fields and options you would like to include in that output file.

Installation

Required

To use the Visit Card Application (plugin) you need Sobipro installed (at least version 1.05).

Installation

The Visit Card Application is a native Sobipro application. You need to install it through the Sobipro application manager. Follow this procedure :

  1. Go to your Sobipro backend
  2. Open the Application manager
  3. Install the Visit Card Application (confirm installation)
  4. Ensure that the new installed application is enable
  5. Browse to the applicable Sobipro Section
  6. Under the applicable ‘Section Applications’ click on Visit Card - MyJoom to open the application’s control panel.
  7. Configure the Visit Card plugin as per specific needs. 

Integrates the frontend

In order be visible in the frontend, you need to modify at least one of the following Sobipro templates, depending your needs. 

Listing view

  1. Browse to the applicable Sobipro Section
  2. On the left, select the ‘Section Templates’
  3. Browse into ‘Common / vCard.xls’
  4. Into the template, enter the folowing value : 
  5. <xsl:value-of select="mjvcard" disable-output-escaping="yes" />
  6. Save the template.

vcard

Detailled view

  1. Browse to the applicable Sobipro Section
  2. On the left, select the ‘Section Templates’
  3. Browse into ‘Entry / details.xls’
  4. Into the template, enter the folowing value : 
  5. <xsl:value-of select="mjvcard" disable-output-escaping="yes" />
  6. Save the template.

detail

Update

To update, please follow this procedure :

  1. Download the last version (under your profile page on myjoom.com)
  2. Go to your Sobipro backend
  3. Open the Application manager
  4. Install the new release over the currently installed version
  5. The Application is updated

Configuration

This is the control panel :

backend

  1. Order ID : please enter here your order number, this will register the plugin. Plugin will not function without this.
  2. Enable : this option will enable or disable the plugin in the search form.
  3. Only Members : Allows downloads ONLY for registered users.
  4. Link Text : The text (html allowed) that will appear where you place the download link. If you leave this empty, the default value is applied : a "download visit card" and little icon.
  5. Field Assignment : This is where you define what data you want to appear for each field of the Visit Card. Example: for the “Display Name” you may want to use the “Entry Name” from your SobiPro directory.

Usage

Once the Visit Card Application is installed and configured you should see the link you created in the appropriate Sobipro forms and you will be able to download Visit Cards for your Sobipro entries!

Applies To

Sobipro Visit Card - Application