Jul 16, 2010 at 5:01 AM
Edited Jul 16, 2010 at 6:42 PM
Does Customer Portal accelerator allow adding additional CRM fields (Account and Contact fields) to the Manage Account (Profile)? The Customer Portal allows me to add additional fields to Contact Us via "Lead Web Form" in Lead entity;
however, same was not possible for Account and Contact entities.
I tried to add additional fields to Customer Portal "Manage Account" via editing "Manage Accounts Web View" and/or "Create Account Web Form" in Account Entity but they did not change the Account Information fields in the
Customer Portal. Same goes for "Manage Contact Web View" and "Create Contact Web Form" in Contact Entity. Fields listed in these views did NOT match the fields visible in the Customer Portal. Has anyone been able to add
CRM fields (Account and/or Contacts) to the Customer Portal?
Also does anyone know what the difference is between "Manage Accounts/Contacts Web View" vs. "Create Accounts/Contact Web Form"?
Is there any documenations out there that describes how to configure the Customer Portal with listings of what is and what is NOT possible? I have reviewed all three documentations posted including Functionality and Administration Guide, Installation
Guide, and Content Management Guide but it does not provide the details necessary to customize the Customer Portal fields.
Thanks in advance!