Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

After you set up users and permissions, you need to determine what to display on the pages for a selected contact group.

You can start from scratch and select the data that you want to display, or you can load a predefined visual template as a starting point. You can change a template and save those changes as a new template. You can also copy an existing template, change it, and rename it.

The predefined visual template, called DefaultCustomerTemplate.xml, contains basic information about service calls. Note:

Note
If you already set up information to display, loading a template overrides those initial settings.

Child pages (Children Display)