9 Tickets
1
Can the values of the custom fields used when registering with B2Bking form be displayed and edited in the user's "Sales Dashboard" panel, Profile > Application Information > fields? Is there a hook and or reference to do this?
Actually, what we need is to show the information that the sales rep sends with the application form and if there are editable fields, we can edit them.
2,762
Hi there,
Is the goal to show B2BKing fields in the SalesKing dashboard?
The only option for this would be to edit the salesking dashboard templates. This is possible by editing the dashboard PHP templates: https://b2bkingplugin.com/docs/how-to-edit-salesking-dashboard-page-templates/
The B2BKing fields for each user are saved as user metadata, in keys such as "b2bking_custom_field_1234".
Kind regards,
Stefan
9 Tickets
1
The registration form for Salesking is not available without B2Bking installed. So, a sales rep uses the meta fields with B2Bking "Registration Fields". If the sales rep wants to see and edit the fields he/she filled while registering, I would like to show this data in the "Salesking User Dashboard Panel". If there is a profile information tab in the user dashboard panel, I would like to show the user the information he entered during the application!
Is there a hook, reference, filter for this?
2,762
If B2BKing is not installed on the site, a different plugin is needed for registration.
How fields are set up depends on that plugin.
To show the fields on the SalesKing dashboard page, it would be needed to edit one of the PHP templates of the page.