Company

From Customer365 for SageCRM

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"/>