Advance Configuration for Fields
You can also edit and configure any Fields that are added by drag & drop (Create New) or from the existing list of the CRM (Using Existing). By editing any Field, you will get the Field related options to display to the portal users in the customer portal. (Screenshot-1)
You can configure the following details for the Fields:
– Label: Insert the relevant text caption.
– Placeholder: Insert the caption into the input text field.
– Tooltip: Insert the short details as the mouse hover effect.
Once you have added the fields and designed the layouts, you can Publish the Form or keep it as a Draft. (Screenshot-5)
If you have selected the Copy to Edit and Copy to Detail, the pages will automatically be created for the selected copy options. (Screenshot-2)