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HomeRecent Activity Block

Recent Activity Block

You can select and edit the view of the Recent Activity which is performed in the backend to display in the Customer Portal. You can create a new page or edit the existing page to add the Recent Activity block.
By selecting the Recent Activity block content, in the Block tab option, you will find the following options:

-> Module Heading: Insert the relevant Module Heading. i.e. Recent Activity, Recent Update.

-> Select Module: Select the module from the list. I.e. Account, Case, Attachment, Contract, Call, Order.

-> Select Field: Based on the module selection, you can select the three different fields to display in the Recent Activity. Select Field 1– Informative Filed, Select Field 2– Field 1 related selection and Select Field 3– Date Field, i.e. Closed, Created, etc.

You can select the view style from the five predefined styles for Recent Activity:
Note: The Background color option is provided for Style 3 and Style 4 only. This block is used to show the recent 5 records with different styles.

 

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