Sub-Panel accessibility

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 you will get the data in the sub-panel based on the relationship with the “Relation Type”, either Contact based, or Account based.

 

By clicking on any subpanel, the customer can see the record which is created by the Admin.

 

Click on the record (or ‘View’ Icon), the customer can see the details view of that record.

 

 

Note: Only those ‘Calls’ and ‘Meetings’ will be visible in sub panel which are made portal visible from SuiteCRM.