Add/Edit/View Records

Record Details

 

By clicking on any records from the list, the portal users can view the record details as per the user rights. The fields will appear as configured from the admin side.

 

The portal users can edit/delete the selected records as per the user rights.

 

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 configured from the Page Builder, the fields will appear to insert the details.

 

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

 

> Product Selection

 

The portal users can add the product if the product selection rights are given for the ‘Order’ object. By clicking on the Add Product button, the product list popup will appear.

 

The portal users can check the selected products from the detail view page. Similarly, you can give the product selection rights for the “Opportunity” and “Quote” objects as well.

 

 

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