How to create similar to AccountCompactProfile
Have Contact say linked to Insurance Policy ID -- Policy details are separate table (could be multiple but say only one is active) so would like to show a ID card type where we show the Account details or below it
Policy Number
Policy Start Date
Policy End Date
Policy Type
Policy Master Code (Policy table ID through lookup>
Upto above are stored in the Contact Table
Policy Highlights
Policy Terms
So basically we dont store Policy Highlight and terms in contact table as it is waste of information (normalized)
Thanks and Regards
Sarang
Like
Hello,
If you want to show the data of the object related to your Contact object you can do it by adding a List component and specifying the necessary object in the 'Object' field in the settings. You can find more details here.
All information about configuring in Freedom UI is available here.
Also you can check this post https://community.creatio.com/questions/customize-contact-compact-profile related to AccountCompactProfile customization.