If on the CRM side, “Contact-based Relationship” is selected, then portal Will load the data and store the based on the contact relationship.
If on the CRM side, “Account-based Relationship” is selected then portal will load and store the data based on the Account relationship of logged-in contact.
- User can also able to filter the My Records and All Records for any object for account-based data.
- It will display the view for My Records and All Records. Example: My Cases/All Cases, My Events/All Events etc.