So when a customer is created in the agent dashboard it does not create the meta field for the EIN document upload. I would like to have that included. I suppose I can create this but would be beneficial to have it created then/added. Is there a setting i need to adjust that is already in play?
Is that a B2BKing 'file upload' type field you're referring to?
Unfortunately, file upload fields aren't currently supported in the SalesKing customer creation panel - this is a limitation of this panel.
As a workaround, I could help you set up a text field where you could either enter the EIN directly or paste a link to the EIN document. We could add a separate file upload function that uploads the document and automatically generates the link.
We can configure this field so that only agents see it and it doesn't appear in the regular B2BKing registration form.
Would that work for you? If so, let me know and I'll send over the details on how to set this up!
Set it to "select multiple roles" but don't actually select any roles. This way it won't be visible in the B2BKing registration form, and will only appear for agents as a text field where they can enter the EIN document link.
Step 2: Add Upload Button
For the file upload functionality, I explored setting up a direct uploader in SalesKing but ran into several issues with upload permissions and security that make it too complex / unsuitable for production sites.
Instead, for a more reliable approach - we'll add an upload button that redirects. You could set this up to redirect to either a file upload service or a uploader on your own site etc (e.g. via dedicated file upload plugin). Add this code snippet to your site (in functions.php or a code snippets plugin):
Just replace: - `4534` with your EIN field ID (you can find this in the URL when editing the field in the backend) - `https://example.com` with your file upload service URL
This creates an upload button next to the EIN field that opens your upload service in a new tab.
So when a customer is created in the agent dashboard it does not create the meta field for the EIN document upload. I would like to have that included. I suppose I can create this but would be beneficial to have it created then/added. Is there a setting i need to adjust that is already in play?
Hi Andrew,
Glad to assist,
Is that a B2BKing 'file upload' type field you're referring to?
Unfortunately, file upload fields aren't currently supported in the SalesKing customer creation panel - this is a limitation of this panel.
As a workaround, I could help you set up a text field where you could either enter the EIN directly or paste a link to the EIN document. We could add a separate file upload function that uploads the document and automatically generates the link.
We can configure this field so that only agents see it and it doesn't appear in the regular B2BKing registration form.
Would that work for you? If so, let me know and I'll send over the details on how to set this up!
Kind regards,
Stefan
That would be great!!
Hi Andrew,
Thanks for confirming. I've put together a solution:
Step 1: Create the EIN Field
In B2BKing → Registration Fields, create a simple text field like this: https://prnt.sc/sPwEEvZvc_lj
Set it to "select multiple roles" but don't actually select any roles. This way it won't be visible in the B2BKing registration form, and will only appear for agents as a text field where they can enter the EIN document link.
Step 2: Add Upload Button
For the file upload functionality, I explored setting up a direct uploader in SalesKing but ran into several issues with upload permissions and security that make it too complex / unsuitable for production sites.
Instead, for a more reliable approach - we'll add an upload button that redirects. You could set this up to redirect to either a file upload service or a uploader on your own site etc (e.g. via dedicated file upload plugin). Add this code snippet to your site (in functions.php or a code snippets plugin):
https://pastecode.io/s/3jcmeam3
Just replace:
- `4534` with your EIN field ID (you can find this in the URL when editing the field in the backend)
- `https://example.com` with your file upload service URL
This creates an upload button next to the EIN field that opens your upload service in a new tab.
Here's a quick demo showing how it works: https://www.loom.com/share/99efd94567584bc2b94dd634f047580d
Kind regards,
Stefan