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How-to guides

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2 posts, 1 answered
  1. geoff.white
    geoff.white avatar
    31 posts
    Registered:
    27 Jan 2015
    17 Apr 2015
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    I've looked at the videos and documentation, but it appears lacking in details.

    Is there any how-to guides such as: Creating a user log in and edit profile pages?

    Geoff
  2. Missing user
    Missing user avatar
    Answered
    17 Apr 2015 in reply to geoff.white
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    Hi Geoff,

    In order to do so you must go to the form that you would like to use to edit your profile and open the CRM Form Configuration widget. Depending on the CRM Entity chosen, you will be given the option of using the current logged in user's Parent Customer ID (Account/Contact) or Contact ID (Contacts). Doing this will populate the form with the user's details based on one of those IDs.

    You can find more documentation on the CRM Form Configuration Widget here.

    If you have any more questions please don't hesitate to ask!

    Kind Regards,
    Chris
2 posts, 1 answered