Counter

To display the record counter of a specific entity, you need to insert the following details:

 

Title: Insert the relevant Counter Title. i.e., Total Cases, In Progress Cases.

 

Select Entity: Select the module from the list. i.e., Account, Case, Attachment, Contract, Call, Order.

 

Select Field: As per the Entity selection, the Fields will be fetched.

 

Option: As per the ‘Field’ selection, the Field values will be fetched and select that field value for which you want to display the count. i.e., In Progress, Cancelled.

 

Icon Class: By clicking on the Pick an Icon button, you will get the icon picker list. Pick a relevant icon.

 

Design Layout: You will get the 3- predefined Design Layouts (Style). Select any design layout to display in the customer portal.

 

By clicking on the design, you will get the preview of it.