CSM/FSM configrable workspace modifying the tabs?
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05-17-2023 03:23 AM
Is ther a way where I can add /rename the "customer information" and I need to remove some of its content as well.
Simply saying what is required is the duplicate of "customer Information" screen with only the customer information card which has the customer information alone rest everything is not requried. any leads on this?
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04-10-2024 12:56 PM
Hey @aravind23,
There's a separate experience in the UI Builder called Customer Central. It has two pages - Customer activity and Customer information. Select the one you want to modify, click on the components you want to hide, go to the config tab and under component visibility > hide component > on/off if it's a toggle or for example return true if it's a scripted condition. I will attach pictures to make it more elaborate.
P.S. Make sure you are not using the test values radio buttons, as they won't affect anything and are ...just for testing
Mark correct if this helped you solve your issue 🙂
| Hristo Ivanov |