Entity Banners Tab - Manage Company

The Entity Banners tab of the Manage Company section of the System Administrator Dashboard allows you to configure how your entity data appears in the banner at the top of a page.

To customize your entity banners:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Company link in the Company Administration column.

   The Manage Company page opens.

3. Select the Entity Banners tab.

   The Entity Banners page opens.

4. Enter the code you want to use in your entity banner in the appropriate field.

   For example, if you wanted your site entity banner to appear in this format:

   Site: Site Name, State / Province

   You would enter this code:

   Copy

   <b>Site:</b> {ProjectEntity.ProjectEntityName}, {ProjectEntity.IStateProvinceCountryID}

5. Select the number of columns you want to have appear in your portfolio list from the Number of Columns in Portfolio list field.

   This changes how many columns of results appear in the Advanced Search, and how many columns appear on the My Portfolio page.

6. Enter the fields you want to be able to search in the Searchable Fields field.

   The fields should be entered individually, in the following syntax:

   {TableName.FieldName}

   So, if you wanted to search the ClientEntityID and a user-defined field, you would enter the fields as shown below:

   {ProjectEntity.ClientEntityID}{ProjectEntity.UDF_Brand}

7. Do one of the following:

   • If you want to disable the default searchable fields, select the Disable Name, Store #, Street Name, City, and Postal Code search check box.

   • If you want to use the default searchable fields in addition to the fields you specified in step 6, do not select the check box.

8. Click Update in the bottom-center of the page.

   The page refreshes. Your changes are saved.