Himanshu

Thanks Mike, if i'm using preference mode, i think that should be bare minimum that should be available. Otherwise preference mode does not work simply. If we can make this available, we can presen...

Hi Mike, Do you mean adding the UDF's to ACM? If so, i think it would help as anything to bypass the login step would be a step closer to getting user to login.

Hi team, FCC is looking to use ACM as a standalone portal not to confuse with EXP.

Great to hear Aurel.

Thank you Ryan Ungerboeck 

Hey Aurel, re-looking at Payment Portal - Version 1 configuration, i don't think “Sign Up” option ever existed for standalone platform. It was always a sign-in if i recall correctly, where the code...

Thanks Mike, appreciate the response, will raise a pendo enhancement

Thanks Mike, the above works great where we could restrict CRM Info. In a case where account is shared between two units, i guess in that case it will not work. Any thoughts on how do we hide event...

Thanks so much Ryan Ungerboeck, that's super helpful.I'm inclined to suggest an engagement (perhaps a financial consultant) with us in this case, as i believe there would a requirement to get a scr...

Hey Minka, you could make a contact as primary contact by adjusting the relationship designation to “Primary”. This will default the primary contact. This article talks about designation.