7/5/2025 3:30:46 PM
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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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Modifying contents of Task Pane
Posted: 07 Jul 09 8:34 AM
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We'd like to remove the group list from the task pane, but leave the other stuff.
This is on 7.5.1, for Account and Contact main views.
Anyone have any ideas how we do that?
Cheers
David |
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Re: Modifying contents of Task Pane
Posted: 07 Jul 09 9:10 AM
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Yes, it can be done.
This is defined at the Portal level.
Go into the Tasklets tab on the Portal, and then select the GroupList Tasklet. By default, it is available to all Entities. If you want to remove it, just do so, if you want it available only for certain entities, then expand the list of Entities and choose the ones that you want it associated with. |
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