Data Access based on Relationship Type

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.

 

  1. User can also able to filter the My Records and All Records for any object for account-based data.
  2. It will display the view for My Records and All Records. Example: My Cases/All Cases, My Events/All Events etc.
Post a Comment