You can customize two elements in the CRM portal, namely cards and stadium crossings.
By default, Akuiteo proposes the main standard input fields. However, you can modify this presentation by removing them or by adding new fields, namely those already present on theApplication Desktop.
As a user, you can customize your space on the CRM portal.
Prerequisites: this function is subject to DMFs 916** PORTAIL PERSONNALISATION * / 191601 PORTAIL PERSONNALISATION PERSONNELLE / 191602 PORTAIL PERSONNALISATION GLOBALE
General customization
My customization
Name | Description |
---|---|
Title | Allows you to insert a title, to group information for example. To do this: - Move the Title area to the left.. - Place the cursor in the Title field, delete and enter the new title. - Using the mouse, move the Title area to the desired position. |
Subtitle | Same procedure as the Title field. |
Separator | Inserts a separator line between the text boxes to air the presentation. |
Note : a mandatory field (eg in a Prospect form) added in Application Desktop will have to be added manually in the CRM Portal.