Once the plugin is installed, go through the following steps:
Go to Setup > Customize > Accounts > Page Layouts
Choose Edit on the Account Layout (or the layout your users have access to if you have changed it)
Drag a new section to where you would like it on the Account detail page.
Change the Section Name to ClientPoint, check Detail Page, uncheck Edit Page and choose 1-Column.
- Section Name: ClientPoint
- Display Section Hader On: Uncheck Edit Page and check Detail Page
- Layout: Choose 1-Column
Choose Visualforce Pages on the left then Drag AccountProposals to the ClientPoint section.
Click on the wrench icon that appears when you roll your mouse over the AccountProposals component you just added.
- Set the width to 100%
- Set the height to 350
- Check the box for "Show scrollbars"
Save the layout.
Repeat this customize process for Customize > Opportunities > Page Layouts
Repeat this customize process for Customize > Contacts > Page Layouts
To learn how to create a ClientPoint via Salesforce, please click on this link.
Have any questions? Please contact support@clientpoint.net.