Context sensitive help
Context sensitive help is provided for different actions that can be performed for a CL contract, in the form of Visualforce pages.
To view the help content, you must add the respective Visualforce page to each section. Refer to the Modify the Page Layout procedure for steps to do this. For the help page link, we recommend defining a height of 25px and width of 100% in the settings.
Recommended layout
The following image illustrates the recommended placement of the help link for respective objects:
List of Context Sensitive Help Pages
Object Name |
Page Layout Name |
Default Section Name on layout |
Add Visualforce Page |
---|---|---|---|
CL Contract |
Loan Account Layout |
Loan Details |
LoanDetailsHelpPage |
Loan Account Layout |
Contract |
ContractHelpPage |
|
Loan Account Layout |
Protect |
ProtectHelpPage |
|
Loan Account Layout |
Funding |
FundingHelpPage |
|
Loan Account Layout |
Activity |
ActivityHelpPage |
|
Loan Account Layout |
Account Balance Details |
AccountBalanceHelpPage |
|
Loan Account Layout |
Delinquent Dues |
DelinquentDuesHelpPage |
|
Loan Account Layout |
Payment Tolerance and Grace Period |
PaymentToleranceAndGracePeriodHelpPage |
|
Loan Account Layout |
Refinance |
RefinanceHelpPage |
|
Loan Account Layout |
Recurring ACH Details |
RecurringACHDetailsHelpPage |
|
Loan Account Layout |
One time ACH Details |
OneTimeACHDetailsHelpPage |
|
Loan Account Layout |
Credit Bureau Reporting |
CreditBureauReportingHelpPage |
|
Loan Payment Transaction |
Loan Payment Transaction Layout |
Spread |
SpreadHelpPage |
Loan Disbursal Transaction |
Loan Disbursal Transaction Layout |
Transaction Details |
DisbursalTransactionHelpPage |
Other Loan Transaction |
Reschedule Page Layout |
Information |
othertxnreschedulehelppage |
Payment Change Page Layout |
Information |
otherTxnChangePaymentAmountHelpPage |
|
PrincipalAdjustment_Add Page Layout |
Information |
othertxnPrincipalAdjustmenthelppage |
|
Interest Waive Page Layout |
Information |
othertxnWaiveInterestHelppage |
|
Rate Change Page Layout |
Information |
othertxnInterestRateChangeHelpPage |
|
Charge |
Charge Layout |
Charge Detail |
chargeHelpPage |