Tag: SalesLogix customer portal

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Adding a main view to the SalesLogix Customer Portal

 Adding a new main view for a custom entity in the SalesLogix Customer Portal is no different than doing so for an entity in the SalesLogix web client.  There are 2 things to be aware of though: Any groups you want to see in the Customer Portal must be both released to the SalesLogix user […]

Adding a group into the SalesLogix Customer Portal Web site

 In the SalesLogix Customer Portal web site, only certain groups are visible.  There are two factors that control access to a group in the customer portal: The group must be released to the SalesLogix user that is used for the web access definition.  The group must have CUSTOMERPORTAL in the DATACODE field of the plugin […]

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