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