NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Configuring the Client Contact Widget

Owned by Tony Hayes
Last updated: Jan 03, 2019 by Diane Hogan (Deactivated)
1 min read

Certain contacts appear in the Client Contact Widget, but how does the system determine which contacts to show?  The following document describes how to configure which contacts are displayed on the Workspace Landing Page widget based on the Contact Other Info Contact Type field.

Step-by-step guide

  1. Go to System Admin  > Lookups.
  2. Search for a lookup group of ContactTypeOtherInfo.
  3. Double-click the contact type you would like to appear in the Client Contact Widget.
    The Lookup Details form opens with the contact type you selected.
  4. In the Action Center, click Open Metadata.
    The Contact Type Other Info Metadata form opens.
  5. Select the Show in Client Contact Widget checkbox.
  6. Click Save.
    You are returned to the Lookup Details form.
  7. Click Save.




NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm