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Managing our own organization contacts like the "Contact Management Tool" on cx.rightnow.com
Answer ID 11985 |
Last Review Date 10/08/2021
How do you add the Organization table to the widget?
Environment:
Customer Portal
Resolution:
This is a customization that B2C Service has in place on our Customer Portal pages that is somewhat site-specific. There is no out of the box /contacts/list page.
For the report display itself, we have a call to the Grid widget:
<rn:widget path="reports/Grid" report_id=#rn:msg:CUSTOM_MSG_CP_Reports_ContactList# static_filter="contacts.org_id=#rn:php:$org_id#" label_caption="#rn:msg:CUSTOM_MSG_CP_CONTACT_MANAGE_OrganizationContacts#"/>
Where we grab the org ID higher up in the page:
<?
$CI = get_instance();
$profile = $CI->session->getProfile(true);
$org_id = $profile->orgID;
$CI = get_instance();
$profile = $CI->session->getProfile(true);
$org_id = $profile->orgID;
?>
We do have some minor customizations to the Grid widget, but it is just look and feel. The information above should work with the standard widget.