CRMJetty Documents CRMJetty Documents
  • Knowledge Base
  • Video Tips
  • User Manuals
  • Contact Us
  • Search
  • Knowledge Base
  • Video Tips
  • User Manuals
  • Contact Us
  • Search
Go to Main Site
Support

+1 (949) 787-0704

  • +1 (949) 787-0704

  • +91 91067 47559

  • +41 22 534 9902

  • +44 20 3893 2693

HomePortal Listing

Portal Listing

You can select and edit the List view of any objects to display in the Customer Portal. You can create a new page or edit the existing page to add Portal List view.

 

You can segregate page creation of the Portal Listing page for each available module which is enabled from the Salesforce CRM.

 

i.e. If you want to create a listing page for ‘Case’ separately, you need to create a new Portal Listing page and select the ‘Page Type’ and the ‘Module’ during the editing of the block.

 

You need to select the ‘Page Type’ as Portal List Page to define the Portal Listing block. You can make Portal Listing page same for all the modules or you can make it individual for a specific module by selecting the ‘Module’.

 

Note: If you have added a new custom Portal listing page for a specific module, it will automatically redirect the user to the newly created listing page.

 

By selecting the “Portal Listing” block content, in the Block tab option, you will find the selection of the most records to display in the list and three predefined Style of the ‘Portal Listing’ block.

 

-> Records show at most: You can select the maximum records to display per page.

 

You can select the style from the three predefined styles for Portal Listing.

Mail To

sales@crmjetty.com

  • USA

    USA

    +1 (949) 787-0704

  • UK

    UK

    +44 20 3893 2693

  • INDIA

    INDIA

    +91 91067 47559

For Customers

  • Dynamics 365
  • Salesforce
  • SuiteCRM
  • SugarCRM

For Partners

  • Dynamics 365
  • Salesforce

Portal Type

  • Partner
  • Customer
  • Affiliate
  • Vendor/Supplier
  • Custom Knowledge Portal
  • Custom Web Portal

Find Out More

  • CRMJetty Portal vs PowerApps Portal
  • Become a Partner

Industries

  • Nonprofits
  • Education
  • Insurance
  • Healthcare
  • Finance
  • Legal
  • Real Estate
  • Travel
  • IT

About Company

  • About Us
  • Blog
  • White Papers
  • Case Studies
  • Sitemap
  • Contact Us
ISO Certified Sugar Crm Salesforce Partner GPTW Clutch Review BiztechCertification_badge
Crmjetty
  • Licence Agreement
  • Privacy Policy
  • Refund Policy
  • Support Policy
  • Terms & Conditions
© Copyright 2025 CRMJetty All rights reserved
  •  
  •  
  •  
  •