Customer Engagement & Dynamics CRM Forum

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Help Pane

  • 1.  Help Pane

    Posted 8 days ago
    Hello Community,

    I'm wondering if anyone has much experience with Custom Help Panes?

    I have a few different questions, but mainly I'm wondering the following:

    • Is there any way to setup sequential step help balloons? For example, I'd like to be able to have someone start at the main contact view and get contextual help that follows them to the contact form. 
    • Does anyone know of a way to "pin" the Help Pane open? Just wondering if this is within the realm of possibility.

    Thanks for any insight anyone can provide!

    Stephen Truax
    IT Manager
    CBMC, Inc.

  • 2.  RE: Help Pane

    Posted 5 days ago

    @Heidi Neuhauser might be able to help as I have seen her write on using these tools.

    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD


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