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Microsoft Dynamics CRM (Archived)

Portal Profile page - how to prefill Organization with contact's Company Name

Posted on by 1,320

Looking into the customer profile page, is there a way to auto-populate the Organization Name with the Company Name (account) that is on that contact record?

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Also, on my Home Page, the Create Case button and footer for some reason is being pushed to the bottom right. Anyone know how to fix this?

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  • Verified answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at
    RE: Portal Profile page - how to prefill Organization with contact's Company Name

    The portal build on Bootstrap CSS and footer should be at its place if markup is good and undamaged.

    Probably you have accedenttaly added some not-closed html tag in web-template markup, snippet, or even with Javascript.

    You need to go to developer tools in your browser and investigate what is the reason of it, and how browser sees page structure.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Portal Profile page - how to prefill Organization with contact's Company Name

    Thanks, I just took out Organization and used Account Name, which prefills.

    I don't know what happened but the footer started to one day get pushed to the right. Can anyone please help with what css I need to add to prevent the footer from "moving" when I resize the window?

  • oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Portal Profile page - how to prefill Organization with contact's Company Name

    I didn't understand your issue with the Organization, once you are logged in, the contact information will appear on the profile page, there is nothing to do

    Regarding the footer.. did you make any changes to your liquid / css ?

    I tested in my environment and I am getting the expected design.. the portal is designed to be fully responsibe

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Portal Profile page - how to prefill Organization with contact's Company Name

    If this is a custom entity form, you can use the combination of jquery and liquid to get the data (using web templates).

    The following {{ user.parentcustomerid.name }} will get you the name of the company

    The following {{ user.parentcustomerid.id }} will get you the Guid of the company

    Populate it using jquery (in the entity form or web page):

    $('#parentcustomerid').val(...) or $('#parentcustomerid').text(...)

    I think the combination of these will get you the results you need.

    If it doesn't please specify if this is a custom entity form, and in the JavaScript section there you can write your code.

    You can also use oData to retrieve this information.

    If you provide more specific details we can help you further.

    Regarding the footer, you will have to modify the html or css to get the results you are looking for.

    Hope this helps.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Portal Profile page - how to prefill Organization with contact's Company Name

    I noticed when i resize my window to make it more narrow, the blue footer correctly shows at the bottom.

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