Company

From Customer365 for SageCRM

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"/>