) icon.The Customize Portlet Initiate Contact page appears.
No configuration setup is required in EX to support the Initiate Contact portlet.
Configuration settings in JICS can be done by roles with permission to access and administer global and portlet settings.
If you are an administrator and need help in setting up and configuring this portlet, see the Configuration Guides on MyJenzabar.
See the Setting Global Permissions to Portlets help topic for instructions on how to set up global operations for JICS portlets.
1. Log in as the JICS administrator.
2. From the Initiate Contact portlet, click the wrench () icon.
The Customize Portlet Initiate Contact page appears.
3. On the Permissions tab
a. Select the All Operations check box beside the appropriate role(s) to give person(s) with those roles access to all operations for this portlet.
b. Select the Can Administer Initiate Contact check box beside the appropriate role(s) to allow person(s) with those roles to see the Setup link in order to define the text displayed on the Request a Contact and Schedule a Visit pages.
4. Click Save.
5. Click Exit.
You can configure the text that displays at the top of the Request a Contact and Schedule a Visit pages. This text can contain any instructions and information useful in submitting this request.
These settings apply only to the current instance of the portlet.
1. Log in as the JICS administrator.
2. From the Initiate Contact portlet, click the Setup option.
The Configure Initiate Contact Text page appears.
The first time you enter the Setup for the Initiate Contact portlet after it has been placed on a JICS page, the following note (in red text) is displayed: “Currently there is no text for Request a Contact/Schedule a Visit. Please update the current default text and save.”
This message indicates that the text that is shown in the Request a Contact Text and Schedule a Visit text boxes is only being displayed by default since no text currently exists for this portlet instance. Therefore, any text you wish to be displayed to the user must be saved for this particular portlet instance before it will be visible to users.
3. In the Request a Contact Text and Schedule a Visit text boxes, choose one of the following options:
o Retain the default text.
o Edit the default text.
o Enter customized text for your institution.
You may enter a maximum of 3000 characters for each message.
4. Click Save.