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

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Posted on by epark06

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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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epark06 1,328 on at

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

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Aric Levin - MVP 30,190 Moderator on at

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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.

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oliver.rodrigues 4,052 on at

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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

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epark06 1,328 on at

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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?

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Dmytro Rutkovskyi 1,835 on at

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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.

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