List view

By navigating to any module, the user will be able to see the list of records of that module.

Here the user will get the Listing as per the configuration from the Salesforce CRM side and the WordPress admin side.

The template (layout) will display as per the selection of the Customer Portal Layout settings.

Here the list view layout is displayed as per the style selection and records at most selection in the block settings on the Portal List page from WordPress.

The portal user can also add a new case. To add a new case, click on the ‘Add’

The portal user can search a record from the list view, delete it or update it along with its details.

 

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