Navigate to Case By clicking on ‘Case’ (‘View’ icon), the details page will be redirected. By scrolling down, the customer will find the sub-panel.
Here the portal users will get the data in the sub-panel based on the selection of the “Relation Type” Contact or Account.
By clicking on any subpanel, the customer can see the record which is created by the Admin.
Click on the ‘View’ icon from the List View by clicking on the ‘Action’ … icon and navigate to details of a record. You will find sub-panel related to that record in detail view.
You can also add record from sub-panel view or navigate to detail view of that listed record.
Note: Only those ‘Calls’ and ‘Meetings’ will be visible in sub panel which are made portal visible from SugarCRM.