Counter & Knowledge base

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.

 

Knowledge base: If you want to display the Knowledge base articles/blogs to the portal users, select this widget.

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