Add/Edit Record

The portal users can ‘edit’ any existing records if the editing rights are given.


Click on the Submit button once the records are edited.


The portal users can add new records if the adding rights are given. As per configured form the Page Builder, the fields will appear to insert the details.


You can select “Account” or “Contact” as per the Lookup records.


Note : You have to enable the target module from the module configuration for the customer portal.If not enabled, Lookup will not open and show an error message “No view found”.


After inserting all the details, the portal users need to Submit the records to save the details.