At the moment I'm trying to use custom views to win over some of our staff who are wary of RE due to the complexity of the constituent edit mode.
I'm really frustrated by the simplicity of the view editor built into RE, so I've been pulling the generated XML out of the database and editing it by hand. This works for things like making styles and positioning consistent, but so far I'm struggling to make headway into some of the more advanced things I'd like to try.
For instance, it should be possible to turn web addresses (e.g. LinkedIn profiles) into hyperlinks. Similarly, I should be able to use a constituent attribute to pull an ID, then use a web service to retrieve a profile picture.
I don't want to reinvent the wheel, so if anyone knows of anywhere that I could find some pointers I'd be really grateful.
Hi Tom! We're glad to hear that you like the look of the custom constituent view panels.
1. Yes you can dock the panels. This Knowledgebase solution explains how to use custom constituent view panels, including how to dock them.
2. That is a great suggestion!You can add your idea to our AppOmatic UserVoice site so that others can vote on it as well.
3. We are working on that documentation right now so that you can develop custom view panels. I will let you know when it is available.