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.

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"/>