Customization and Layout:

• All of the tabs under Customization have instructions for each section.  

• Hover over the instructions icon next to section names for the description on each section.

• You can add a menu icon by clicking into the menu icon field. Please refer to the video below.

• When you select a menu icon, your front end will appear as shown below

Additional Information

General Settings:

• Enable the modules as per your use case.

Add Web tabs:

• With web tabs you can display your links as a menu item. Once you create your web tabs, your front end menu will appear as follows:

• You can create web tabs using external links or CRM URL fields. If you select the 'From CRM' option as shown in the image below, the 'Link' field drop down options are the URL fields present in the Account module.

Dashboard Content:

The following dashboard elements are useful for sharing links with your portal users

• Video Link: You can share videos which will appear on your homepage as follows:

• Quick Links: You can add multiple links which will appear as follows:

• iFrame: You can display your reports, dashboard or any other content on the homepage. It will appear as follows:

ProTip: We recommend using iFrames or web tabs to share your dashboards with your front end users.

• After adding the desired dashboard elements, you can adjust the element size by clicking on the 3 dots.

• Select the desired size and position of the elements.
  

• With these settings the front end looks as follows

Layout Tab:

The Layout tab is available for the Profile, Member Accounts, Contacts, Deals, or any CRM custom module as well as for Tickets (Zoho Desk integration). Generally, the Layout tab will have the following functionality:

• You can adjust the section and field width

• You can allow the user to 'Add', 'View' or 'Edit' a field by selecting the highlighted icons in the image below. In the image below, the 'Edit' option is in grey color. The example below indicates that the end user will not be able to edit the 'Deal Name' field.

• These permissions are dependent on the Action Permissions in the 'Settings' tab. Please ensure you have enabled the respective permissions.

• You can also add Elements to the Layout sections and customize the user's front end view of a record. Please refer to the section "Dashboard Content" for definition of custom elements.