Company

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.

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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"/>

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Settings to control the display of page sections

1. showCompanyList - this is the list of companies in CRM this user is in (based on their email address)

   <add key="showCompanyList" value="Y" />

2. showCompanyPersonList - list of people in the company

   <add key="showCompanyPersonList" value="Y" />

3. showCommunicationsList - last 5 communications with client (marked as emailin/out)

   <add key="showCommunicationsList" value="N" />

4. showCompanyFileList- list of files against the company

   <add key="showCompanyFileList" value="Y"/>

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File grid filter - The file list does not display private library records and this setting allows you to add in your own custom filter

   <add key="FileListFilter" value="Libr_FileName like '%.docx'"/>