Can I customize search? Need to add more fields for search?
Yes, you can customize your search.
Goto Setup >Tab Settings >Search Layout >select the module/tab >edit and select the fields that you would like to search.
Please Note: You cannot select more than 6 fields.
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How do I customize Customer Portal home screen?
You can completely customize your Customer Portal Home screen by adding Widgets and Sections based on your requirements. You can also choose to hide or show the default widgets and sections in the portal. To enable these customizations, Goto Setup > ...
Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to
Yes, you can add new fields to the forms of all modules (Requests, Solutions, Contacts, Contracts, Accounts, Products and Tasks). To add new fields, Goto Setup > [Module] Settings > Fields List > New Custom Field > Select Field type > name the field ...
Can I hide fields for Support Agents?
You can hide fields using Field Level Security. Goto Setup > Admin Settings > Field Level Security Select the profile name, module and uncheck the fields you want to hide and Save. To create Profile Goto Setup > Admin Settings > Profiles > Add New ...
Can I customize Notification Alert e-mail template?
Yes, you can customize the Notification Alert template. Goto Setup > Notification settings >Notification Rules > click Customize Template link to make the changes.
How can I customize default e-mail templates?
To customize default e-mail templates, Goto Setup> Templates > Email Templates > edit the template and make changes > Click Save. For more refer Templates