This activity is used to configure the pages and dialogs in the CRM-panel and SRM-panel. The panel layout can be changed using the IFS Cloud Web Page Designer and the Field Configuration page in IFS Cloud Web.
With the page designer you can decide how activities, mails and other records
are shown in the details page for Lead/Account contacts and representatives
in the CRM-Panel and for Supplier Contacts and representatives in the SRM-Panel.
You can decide which fields and sections should be shown and in which order
they should be displayed.
In the Field Configuration
page in IFS Cloud Web, you can define how fields should be shown in the dialogs
used in the CRM/SRM-panel. For the CRM-panel, the layout can be configured for
dialogs used to create activities, opportunities, leads, accounts and contacts.
In the SRM-panel you can configure the layout for the Create Activity
dialog. You can decide whether a field should be visible and/or mandatory and
in which order the fields should be displayed. You can also choose whether to
place a field within the collapsible/expandable Show More section of
the panel.
This activity has no prerequisites.
The pages and dialogs are shown according to the configurations.