How can I add a custom section?

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• I am unable to Delete a Section.

  You can delete only a custom section and not the pre-defined section. Please check the section you are trying to delete. To delete a custom section, do the following: Click the Delete bucket following the Section Name you intend to delete. Confirm ...

• How can I edit a Section in the Portal?

  You can edit both pre-defined and custom section according to your needs. To edit a section, please do the following, Click the Edit pen following the Section Name you intend to edit. In the Edit Section window, make the necessary changes to the ...

• How do I add Customer Portal for my organization?

  Customer Portal is automatically enabled if you add Portal Users. To add portal users: Goto Setup > Customer Portal Settings > Customer Portal User > Add Portal User. Also, you can add a contact as portal user. Just open an added contact and click ...

• 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 create a custom request view apart from default ones provided?

  Yes. You can create a custom view apart from the default views provided. Please follow the steps listed below to create a custom view. Move the pointer near to the View button and click