Configure web pages that expose lists of CRM data with customizable levels of details to your portal users that can also be managed by authenticated users.

Key Feature Attributes:

  • Expose lists of CRM data on a portal web page without developer assistance
  • Supports sorting, filtering, & pagination for long lists
  • Pre-configure multiple views
  • Display data in calendars or maps
  • Publish entity list data to an ODATA feed
  • Easily secure data with Entity Permissions
  • Full control over users ability to view, edit, delete, & download the data

Presenting lists of data from your CRM to authorized users is easy with Adxstudio Portals. With point-and-click configuration, select the saved view in CRM you would like to expose and to which Web Roles and real-time data will be made available instantly to those web users. You do not require licenses for those web users as they are authenticated though the website as contacts.

See this feature in action

Expose views from CRM directly on your portal
Expose views from CRM directly on your portal
These are exposed CRM views
These are exposed CRM views
Simply point & click select the view your want to expose
Simply point & click select the view your want to expose

Discover More in the Adxstudio Community

Visit the Adxstudio Community for complete documentation on Entity List.