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
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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
How to configure Multi Step form You can display the Form content of any Entity step by step in the customer portal. You will get the “Enable Multi-Step From” option
How to use existing CRM forms for portal You can also get the ready-made ‘Form’ layouts that are configured from the CRM. You can select Existing CRM Fields for Add,
How many types of different layouts can be set for form You can design the portal layouts for the different entities to display into the customer portal. You can design
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