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Enabling Recent Activities & Opportunities in Customer Overview Page

Dear Experts,

The business requirement is to add the Recent Activities and Recent Opportunities of the customer in the Customer Overview Page. I tried to add these views in the overview screen in both HTML5 (Edit Master Layout) and in Adaptation Mode. But it is not possible to enable these views in the Overview page.

I tried the same for Opportunity Object, there I am able to drag the Appointments/Tasks to the header view in Adaptation mode, and then from the header I am able to drag and drop it into the Overview page. In the Opportunity Overview Page, I am able to list the recent appointments/tasks.

But somehow this feature is not working for Customer BO. Any clues or hints on how to achieve this??

Thanks in advance!!

Regards,

Siraj

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  • Best Answer
    Posted on Sep 08, 2016 at 07:25 PM

    Hi Siraj,

    Please follow these steps.

    1. Login to HTML5 UI

    2. Select Edit Master Layout

    3. Click on Opportunities facet/block.

    a. Hover over the "Search" area under the New option.

    b. This should show the copy button

    c. Select copy

    4. Go back to overview page.

    a. Hover over open space you want to paste this section

    b. Select the "select parent" option.

    c. this should open up the "Paste" icon

    d. Select paste

    5. Repeat for appointments object

    Screenshot of me completing this.

    Warm Regards,

    Grayson


    Copy Oppt.png (24.9 kB)
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