Company: Difference between revisions
From Customer365 for SageCRM
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Within the person entity create a screen called "PortalPersonDetails" (Associated View=vSummaryPerson) and add fields as required. | Within the person entity create a screen called "PortalPersonDetails" (Associated View=vSummaryPerson) and add fields as required. | ||
Create the screen for the Recent Communications list | |||
Administration -> Customization -> Communication -> Screens | |||
Name it "PortalCommunicationList" | |||
Add fields as required. | |||
Screen settings | Screen settings | ||
<add key="PortalPersonDetails" value="PortalPersonDetails"/> | <add key="PortalPersonDetails" value="PortalPersonDetails"/> | ||
Revision as of 10:11, 31 August 2012
The company menu appears on the LHS of the page
This links to the "accountdetails.aspx" page.
Within the person entity create a screen called "PortalPersonDetails" (Associated View=vSummaryPerson) and add fields as required.
Create the screen for the Recent Communications list
Administration -> Customization -> Communication -> Screens Name it "PortalCommunicationList"
Add fields as required.
Screen settings
<add key="PortalPersonDetails" value="PortalPersonDetails"/>
