Counter & Knowledgebase widgets

Counter & Knowledge base widgets

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 a preview of it.

 

Knowledge base: If you want to display the Knowledge base articles/blogs to the portal users, select this widget. You need to configure the following details:

– Records per Page: Set the no. of the records per to be displayed on the page.

– Role Access: Select the Portal users Roles that are created under the Portal User Management -> Roles.

– Design Layout: You will get the 3- predefined Design Layout (Style). Select any design layout to display in the customer portal. By clicking on the design, you will get a preview of it.

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