How to setup public & authenticated page access You will have two options here to access the page to the portal users: Public or Authenticated If you want to show
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How to create new page In this video, you will learn how to create new page for the portal. You can also create the new page with the help of
How to use existing CRM view in list You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you
How to use templates in pages You can design the templates and add the required widget that will be common for the pages. So, you will not require to design
How to enable note access for portal Notes widget will let you offer chat view support to your customers. With this, your portal users can initiate a chat with you
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