With the Big Button Panel iPart, you can display a navigation panel that combines a larger, category-defining image with a list of links, as shown in the screenshot below. You can also use this iPart to create links that make it easy for staff to perform routine tasks for contacts such as running reports, registering for events, and ordering on their behalf.
Example: Working On Behalf Of contacts and running reports using the Big Button Panel
In this example, we will set up the Big Button Panel on the account page, so that staff can select a contact from the Directory, then quickly run a report, register for an event, make a donation, or order a product for that contact.
1. Edit the account page that displays after a staff user selects a contact from your directory. In the Member site, it is the Account Page Staff content record.
2. Add the Big Button Panel iPart to the content record and configure it with the following settings:
□ Mode: Actions
□ Add an action link to run a report:
■ Link Text: Print Info
■ Link Target: Enter a link to a page that contains the SSRS Report iPart that displays a report such as $/Samples/ReportingServices/MemberProfileQuery_Report.
Note: The SSRS Report iPart must be configured to Hide the parameters section and to enable the option to Inspect query string for parameters. Do not enable the option to Inspect Session for parameters. For more information about SSRS reports, see Creating SSRS reports.
■ URL Parameter: ContactKey=@SelectedUser
□ Add an action link for event registrations:
■ Link Text: Register for an event
Note: Customize this text for the event you want to register the contact for. For example, Register for the Spring Conference.
■ Link Target: Enter a link to the event page
■ URL Parameter: EventKey=XYZ (replace XYZ with an event code)
■ Use On Behalf Of: Enable
□ Add an action link for donations:
■ Link Text: Make a donation
■ Link Target: Enter a link to your donation page
■ URL Parameter: (Leave blank)
■ Use On Behalf Of: Enable
□ Add an action link for the shop:
■ Link Text: Purchase a product
■ Link Target: Enter a link to your Shop page
■ URL Parameter: (Leave blank)
■ Use On Behalf Of: Enable
3. Save and Publish the account page.