This screen has some coded features that are the default behavior.
To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"
and add fields to that.
and you will see the fields as per below
Some fields like email, phone, Person name and address are hard coded
To edit the person fields you edit the screen
Opportunity data - Below is a sample of the SQL run
select ISNULL(SUM(Oppo_forecast * Curr_Rate), 0) as opportunities from vOpportunity left join Currency on Oppo_Total_CID=Curr_CurrencyID where oppo_stage in ('Demo','Lead','Negotiating','Qualified','Quoted','Sold') and oppo_status in ('In Progress') and Oppo_PrimaryCompanyId=123
The values used in the query are controlled by the following settings in web.config
<add key="oppo_stage_open" value="'Demo','Lead','Negotiating','Qualified','Quoted','Sold'"/> <add key="oppo_stage_closed" value="'Closed'"/> <add key="oppo_status_open" value="'In Progress'"/> <add key="oppo_status_closed" value="'Won'"/>
The numbers shown come from the following SQL
select PLink_Type, Phon_AreaCode, Phon_CountryCode, Phon_Number, Phon_FullNumber from vCompanyPhoneCaption where PLink_RecordId=123
- in 18.104.22.168 this will be updated to include
and (Phon_FullNumber is not null and Phon_FullNumber<>)
so empty rows are not shown