Company: Difference between revisions

Revision as of 10:18, 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.

Screen settings

   <add key="PortalPersonDetails" value="PortalPersonDetails"/>

@@ Line 3: / Line 3: @@
 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
+. Within the person entity create a screen called "PortalPersonDetails" (Associated View=vSummaryPerson) and add fields as required.
-Administration -> Customization -> Communication -> Screens
+. Within the person entity create a screen called "PortalPersonList" (Associated view=vPersonPE) and add the fields as required.
-Name it "PortalCommunicationList"
+. Within the Communication entity create a screen called "PortalCommunicationList" (Associated view=vPersonPE) and add the fields as required.
-Add fields as required.