Infront Customer Account: Features and evaluations in the Infront Portfolio Manager

Find out here how Infront Portfolio Manager and harmonize.

Persons are also registered for directly in the central (online) user account administration when they are created or edited in the Infront Portfolio Manager. This requires the licensed modules "Dashboards" and/or "Postbox" for .

Dashboard templates are templates that cannot be edited by the user, as they can only be uploaded unchanged to . Dashboard templates (template category "Customer Account") are grayed out in the list of templates. These templates can be opened in the Infront Portfolio Manager, but cannot be changed or saved. If necessary, use the "Save as..." command to create your own tables based on these templates.

If you have licensed the "Dashboards" module, you can upload and use the dashboard templates created in the Infront Portfolio Manager as special (non-editable) tables in your via the Cloud Uploader.

Use the Job type "Customer Account Update" in the job configuration of the Infront Portfolio Manager to configure your automated upload process.