Company: Difference between revisions

From Customer365 for SageCRM
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3. Within the Communication entity create a screen called "PortalCommunicationList" (Associated view=vPersonPE) and add the fields as required.
3. Within the Communication entity create a screen called "PortalCommunicationList" (Associated view=vPersonPE) and add the fields as required.
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Buttons
Buttons
a. Change Password
  Allows users to change their portal password


b. Details Change
a. Change Password - Allows users to change their portal password
  Allow users to send a message requesting that their details be changed (address/email for example)
b. Details Change - Allow users to send a message requesting that their details be changed (address/email for example)


Screen settings
Screen settings

Revision as of 14:51, 31 August 2012

The company menu appears on the LHS of the page

This links to the "accountdetails.aspx" page.


1. Within the person entity create a screen called "PortalPersonDetails" (Associated View=vSummaryPerson) and add fields as required.

2. Within the person entity create a screen called "PortalPersonList" (Associated view=vPersonPE) and add the fields as required.

3. Within the Communication entity create a screen called "PortalCommunicationList" (Associated view=vPersonPE) and add the fields as required.


Buttons

a. Change Password - Allows users to change their portal password b. Details Change - Allow users to send a message requesting that their details be changed (address/email for example)

Screen settings

   <add key="PortalPersonDetails" value="PortalPersonDetails"/>
   <add key="lblPeopleList" value="People List" />
   <add key="PersonListQuery" value="select * from vpersonpe where pers_companyid=#comp_companyid# order by pers_lastname"/>
   <add key="commQuery" value="select top 5 * from vcommunication where cmli_comm_personid=#pers_personid# and comm_action in ('EmailIn','EmailOut') order by comm_datetime desc"/>
   <add key="lblCommunications" value="Most Recent Communications"/>
   <add key="PortalCommunicationList" value="PortalCommunicationList"/>
   <add key="lblChangePassword" value="Change Password"/>
   <add key="lblChangeRequest" value="Details Change"/>
   <add key="lblEnterDetails" value="Enter Details"/>
   <add key="CustomerSupportEmail" value="support@server.com"/>