Hi All,
I am new to sharepoint and am learning how to use it.
We have a requirement to create a site template, When the site is created it will have some document libraries and workflows built into it, i have no issues creating this. The site template will be used for each customer so in effect each customer will have their own site.
But on the site homepage I want to have that customers information e.g. renewal dates, premiums, contact info etc.
I dont want it to be displayed in a list or a wiki page i want something like a web for that once entered displays the information like a webpage but that can be edited by a button.
I would also like to be able to run workflows that send a reminder before the renewal date i have no issue creating this just need the fields to be in the sharepoint designer
if you need clarification on anything please let me know.
Thanks
Steve