CRMJetty Salesforce Customer Portal Video Testimonials By Barry Hill – Workrite Ergonomics – YouTube
CRMJetty Salesforce Customer Portal Video Testimonials By Barry Hill – Workrite Ergonomics Name: Barry Hill Company: Workrite Ergonomics Website: http://workriteergo.com/ Business Intro: Workrite Ergonomics is an internationally recognized leader in the design, manufacture and distribution of innovative ergonomic and space optimization products for the workplace. For nearly 30 years, Workrite has set the standard for ergonomic...
Testimonial Robert Boehmer: Clifftons Event Solutions – YouTube
Testimonial Robert Boehmer: Clifftons Event Solutions Our client, Robert Boehmer of Clifftons Event Solution has been a pleasure to work with! We developed a solution for them to streamline their event management. Here are some things they have said about the experience of working with us and using our products. Our client, Robert Boehmer of Clifftons Event Solution has been a pleasure to work with! We developed a solution for them to...
How to configure list widget in page – YouTube
How to configure list widget in page You can design and configure the listing view for the different entities. You can create, edit, review, and publish lists that will be used in page builders. Here is how you can configure the list widget in your store. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand...
How to configure knowledgebase widget in page – YouTube
How to configure knowledgebase widget in page A good knowledge base is a self-serve customer library that contains information about the product or services. Customers can get the solution to their problems by surfing the knowledgebase. You can also configure the knowledge base for your customers by following these steps. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook:...
How to configure image widget in page – YouTube
How to configure image widget in page You can use the image widget to display the image on the page. You can also change the image as per your requirement. Here is how you can add the Image Widget to the page. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can use the image widget...
How to configure forgot password widget in page – YouTube
How to configure forgot password widget in page With the form widget, you can display any form that you have created from the form builder. You can configure the “Add”, “Edit”, and “Detail” form types as well. You can also configure the workflow based on the Data Loading and Update Assigned Rights. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to configure forgot password widget in page – YouTube
How to configure forgot password widget in page Portal users can retrieve their login password using the ‘Forgot Password’ Option. The portal users need to enter their email addresses and they will receive a link in the registered mail to reset the password. Here is how you can configure Forgot Password widget in the page. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook:...
How to configure document widget in page – YouTube
How to configure document widget in page The portal users can access the Notes & Documents as you have enabled from the CRM configuration. If SharePoint is authenticated and enabled from the admin side, then you can configure the Document widget. Here is how you can configure the Document widget in the page. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/...
How to configure data card widget in page – YouTube
How to configure data card widget in page Display any entity records in grid view in the Data Card. It will display the entity record details in the Data Card instead of the list view to the portal users in the customer portal. Watch out for these steps to configure Data Card Widget in the page. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to configure counter in page – YouTube
How to configure counter in page With the help of a counter, you can track the data of visitors, users, and any other entity’s data on the dashboard itself. You can also select the entity as per your requirement. Watch out for this video to configure the counter on the page. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...
How to configure content slider widget in page – YouTube
How to configure content slider widget in page Content sliders are one of the easiest ways to draw the attention of your visitors to your website. Using such sliders you can display the main content of your store. This can lead to strong brand communication with your visitors. Here is how you can configure the Content slider Widget in the page. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook:...
How to configure chart widget in page – YouTube
How to configure chart widget in page Chart widget lets you display charts on the dashboard. This will give you a quick overview of the data related to the entity on the dashboard itself. Also you can select entity as per your requirement. Here is how you can configure the Chart Widget. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to create predefined templates in portal – YouTube
How to create predefined templates in portal Navigate to the Templates to design and create a generic template for the different pages. If the design and layout of the different entity pages are the same, you can create a template for the reusability of your layout design and widget. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to configure button widget in page – YouTube
How to configure button widget in page Button widget lets you place the button in that page. You can also keep the custom labels and redirections as per the requirements. Here is how you can do it. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty Button widget lets you place the button in...
How to configure banner widget in page – YouTube
How to configure banner widget in page A good customer portal banner should represent the business or organization accurately. Admin users can create the page banner as per their organization’s theme to display on the customer portal using the Banner widget. Here is how you can configure the banner widget in the page ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/...
How to setup public & authenticated page access – YouTube
How to setup public & authenticated page access You will have two options here to access the page to the portal users: Public or Authenticated If you want to show the page before login and after login on both sides, you need to select the Public checkbox. But, if you want to show the page after the portal users log in, you need to select Authenticated option. ►LET’S CONNECT: Linkedin:...
How to create new page – YouTube
How to create new page In this video, you will learn how to create new page for the portal. You can also create the new page with the help of pre-defined templates. Watch out this video. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty In this video, you will learn how to create new page...
How to use existing CRM view in list – YouTube
How to use existing CRM view in list You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you will get all the ready List layouts (CRM Entity views). Here is how you can use the existing CRM View in the list. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...
How to use templates in pages – YouTube
How to use templates in pages You can design the templates and add the required widget that will be common for the pages. So, you will not require to design the same page layout for the different entities. The created templates can be used at the time of the creation of the pages. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to enable note access for portal – YouTube
How to enable note access for portal Notes widget will let you offer chat view support to your customers. With this, your portal users can initiate a chat with you in case of support. Here is how you can enable chat support in your portal ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty...
How to configure Multi Step form – YouTube
How to configure Multi Step form You can display the Form content of any Entity step by step in the customer portal. You will get the “Enable Multi-Step From” option in the Form configuration. The portal users will get the Form with Multi-Step as per the configuration. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...
How to use existing CRM forms for portal – YouTube
How to use existing CRM forms for portal You can also get the ready-made ‘Form’ layouts that are configured from the CRM. You can select Existing CRM Fields for Add, Edit, or Detail page as per the Form type. You can add/remove the Fields as per your requirement. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand...
How many types of different layouts can be set for form – YouTube
How many types of different layouts can be set for form You can design the portal layouts for the different entities to display into the customer portal. You can design & configure the layouts for Pages, Templates, Forms, Lists, and Menus. In this video you will learn how to set the layouts for Form. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to create new form using form builder – YouTube
How to create new form using form builder Navigate to the Templates to design and create a generic template for the different pages. If the design and layout of the different entity pages are the same, you can create a template for the reusability of your layout design and widget. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to create new form using form builder – YouTube
How to create new form using form builder You can create a Form for any other entity. By clicking on the + Create button, a popup will appear where you need to insert the ‘Title’ of the Form. Click on the Next button to design the layout. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty...
How to duplicate existing form – YouTube
How to duplicate existing form You will get all the created ‘Form’ records on the Form page. Among those, you can easily duplicate the existing list as per the requirement. Watch out for the video to know more. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You will get all the created...
How to translate form in multi lanuguages – YouTube
How to translate form in multi lanuguages From the listing page of the ‘Form’ builder layouts, all the available languages will appear in the ‘Language’ column. Once you translate the form layout record from the listing page or the list layout edit page, it will take a few seconds to translate all the CRM content. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/...
How to duplicate existing list – YouTube
How to duplicate existing list You will get all the created ‘List’ records on the Listing page. Among those, you can easily duplicate the existing list as per the requirement. Watch out for the video to know more. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You will get all the...
How to translate list in multi languages – YouTube
How to translate list in multi languages From the listing page of the ‘List’ builder records, all the available languages will appear in the Language column. Once you translate the list layout record from the listing page or the Page layout edit page, it will take a few seconds to translate all the CRM content. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/...
How to use existing CRM view in list – YouTube
How to use existing CRM view in list You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you will get all the ready List layouts (CRM Entity views). Here is how you can use the existing CRM View in the list. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...
How to create new list using list builder – YouTube
How to create new list using list builder You can design and configure the listing view for the different entities. You can create, edit, review, and publish lists that will be used in page builders. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can design and configure the listing...
How to enable verfication flow for portal users – YouTube
How to enable verfication flow for portal users Enable this option if you want the two-side authentication when the portal user’s login to the portal. If it is enabled from here, once the portal users log in with their credentials, they will get the OTP in their registered email that needs to be verified here for successful login. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook:...
How to enable single sign in with microsoft identity – YouTube
How to enable single sign in with microsoft identity You can allow the portal users or new portal users to log in or register through Microsoft ID. Just insert the Microsoft Client ID and Microsoft secret key by watching the video. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can...
How to enable single sign in with facebook – YouTube
How to enable single sign in with facebook You can allow the portal users or new portal users to log in or register through social media platforms like Facebook. Just insert the App ID and App secret key by watching the video. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can allow...
How to enable single sign in with gmail – YouTube
How to enable single sign in with gmail You can allow the portal users or new portal users to log in or register through Google ID (Gmail). Just insert the client ID and secret key by watching the video. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can allow the portal users or...
How to enable reCaptcha for portal – YouTube
How to enable reCaptcha for portal The portal users will get the reCAPTCHA V2 or V3 as you have configured in the reCAPTCHA settings from “Portal General Settings”. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty The portal users will get the reCAPTCHA V2 or V3 as you have configured in...
How to sync entity updates in portal – YouTube
How to sync entity updates in portal Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration. You will get the list of the CRM Entities that are related to contact and account. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ Once you successfully authenticate the CRM, you can...
How to create role for sub admin user – YouTube
How to create role for sub admin user By creating roles for your Sub-Admin/Admin users, you can assign them some special rights to access the data only they can see. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ By creating roles for your Sub-Admin/Admin users, you can assign them some special rights to access the data only...
How to create manage sub admin user in portalxpand – YouTube
How to create manage sub admin user in portalxpand You can add and manage the Admin users from the Settings ? User Management ? Users. Watch out for this video to manage the users in the PortalXpand. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ You can add and manage the Admin users from the Settings ? User Management ?...
How to create workflow for updating existing rights based on actions preformed – YouTube
How to create workflow for updating existing rights based on actions preformed You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. This video will teach you how to create the “Update Assigned Rights ” workflow. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook:...
How to create workflow for loading specific type – YouTube
How to create workflow for loading specific type You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. In this video, you will learn how to create the “Load Data” workflow. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to enable stripe payment gateway in portalXpand 1 – YouTube
How to enable stripe payment gateway in portalXpand 1 You can configure the “Stripe” payment gateway in the PortalXpand for the portal users in the customer portal. Here is how you can configure it. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the “Stripe” payment...
How to enable stripe payment gateway in portalXpand – YouTube
How to enable stripe payment gateway in portalXpand You can configure the “PayPal” payment gateway in the PortalXpand for the portal users in the customer portal. Here is how you can configure it. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the “PayPal” payment...
How we can create multi site in portalXpand – YouTube
How we can create multi site in portalXpand When the Admin users log in to the Portal-Admin and authenticate the CRM, they will get the default published site. You can create and configure multiple sites for the current portal instance, but one site can be published at a time. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...
How to customize portalxpand admin theme – YouTube
How to customize portalxpand admin theme You can customize Theme Colors, Font style & Font colors for the Admin Portal. You can also customize the elements like font, primary color, secondary color, and much more. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can customize...
How to configure SMTP Settings – YouTube
How to configure SMTP Settings You can configure the “SMTP settings” to start the email service for the portal users. Here is how you can configure it in the portal. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the “SMTP settings” to start the email service for the...
How to manually add language translations – YouTube
How to manually add language translations You can configure the Language for the Customer Portal. Here is how you can manually add new language translations. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the Language for the Customer Portal. Here is how you can...
How to Configure Google Translate for Multi Language Portal – YouTube
How to Configure Google Translate for Multi Language Portal You can configure the Language for the Customer Portal. If you (or admin users) have added a new language or enabled/disabled any language(s) from the Dynamics CRM side, you must sync the language data. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand...
How to sync entity object Layout updated in CRM – YouTube
How to sync entity object Layout updated in CRM You can Sync data from Live to Sandbox or Sandbox to live by navigating to the Settings → Portal Settings → Site Level Data Sync. Here you will find the Sync Data section, where you can select a module to sync data like pages, forms, lists, etc. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...
How to set create portal user form for admin – YouTube
How to set create portal user form for admin Super admin/admin users can define the layout for the “Contacts” page records that are displayed in the admin backend only if they have rights. You can design the layout of the “Contacts” for the Add/Edit page & List page. For the List page, you must drag and drop the required fields under “Fields”. Watch out for this video to know more. ►LET’S CONNECT: Linkedin:...