How to use templates in pages – YouTube
Sep13

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:...

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How to enable note access for portal – YouTube
Sep13

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...

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How to configure Multi Step form – YouTube
Sep13

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/...

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How to use existing CRM forms for portal – YouTube
Sep13

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...

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How many types of different layouts can be set for form – YouTube
Sep13

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:...

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How to create new form using form builder – YouTube
Sep09

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:...

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How to create new form using form builder – YouTube
Sep09

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...

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How to duplicate existing form – YouTube
Sep09

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...

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How to translate form in multi lanuguages – YouTube
Sep09

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/...

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How to duplicate existing list – YouTube
Sep09

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...

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How to translate list in multi languages – YouTube
Sep09

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/...

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How to use existing CRM view in list – YouTube
Sep09

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/...

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How to create new list using list builder – YouTube
Sep09

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...

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How to enable verfication flow for portal users – YouTube
Sep09

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:...

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How to enable single sign in with microsoft identity – YouTube
Sep09

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...

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How to enable single sign in with facebook – YouTube
Sep09

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...

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How to enable single sign in with gmail – YouTube
Sep09

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...

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How to enable reCaptcha for portal – YouTube
Sep09

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...

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How to sync entity updates in portal – YouTube
Sep07

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...

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How to create role for sub admin user – YouTube
Sep07

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...

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How to create manage sub admin user in portalxpand – YouTube
Sep07

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 🡪...

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How to create workflow for updating existing rights based on actions preformed – YouTube
Sep07

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:...

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How to create workflow for loading specific type – YouTube
Sep07

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:...

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How to enable stripe payment gateway in portalXpand 1 – YouTube
Sep07

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...

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How to enable stripe payment gateway in portalXpand – YouTube
Sep07

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...

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How we can create multi site in portalXpand – YouTube
Sep07

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/...

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How to customize portalxpand admin theme – YouTube
Sep07

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...

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How to configure SMTP Settings – YouTube
Sep06

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...

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How to manually add language translations – YouTube
Sep06

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...

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How to Configure Google Translate for Multi Language Portal – YouTube
Sep06

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...

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How to sync entity object Layout updated in CRM – YouTube
Sep06

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:...

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How to set create portal user form for admin – YouTube
Sep06

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:...

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How to add a new panel to a form – YouTube
Jul13

How to add a new panel to a form – YouTube

How to add a new panel to a form source

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How to enable Two Factor authentication in the portal – YouTube
Jul13

How to enable Two Factor authentication in the portal – YouTube

How to enable Two Factor authentication in the portal source

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How to export entity records from Portal – YouTube
Jul13

How to export entity records from Portal – YouTube

How to export entity records from Portal source

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How to configure a portal with CRMs Sandbox or Liv – YouTube
Jul13

How to configure a portal with CRMs Sandbox or Liv – YouTube

How to configure a portal with CRMs Sandbox or Liv source

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How to generate credentials for a particular contact in Detail View – YouTube
Jul13

How to generate credentials for a particular contact in Detail View – YouTube

How to generate credentials for a particular contact in Detail View source

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How to set up Parent child Form interlinking in the portal – YouTube
Jul13

How to set up Parent child Form interlinking in the portal – YouTube

How to set up Parent child Form interlinking in the portal source

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How to add Sub grid to the Entity Forms – YouTube
Jul13

How to add Sub grid to the Entity Forms – YouTube

How to add Sub grid to the Entity Forms source

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How to assign a new role to bulk contacts – YouTube
Jul13

How to assign a new role to bulk contacts – YouTube

How to assign a new role to bulk contacts source

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How to configure list for portal – YouTube
Jul13

How to configure list for portal – YouTube

How to configure list for portal source

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How to manage the functionality of deciding which values have to be shown on the portal end? – YouTube
Jul12

How to manage the functionality of deciding which values have to be shown on the portal end? – YouTube

How to manage the functionality of deciding which values have to be shown on the portal end? source

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How to replace an existing role with a new one – YouTube
Jul12

How to replace an existing role with a new one – YouTube

How to replace an existing role with a new one source

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How to mass generate portal credentails – YouTube
Jul12

How to mass generate portal credentails – YouTube

How to mass generate portal credentails source

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How to manage the settings for multi select picklist in the portal – YouTube
Jul12

How to manage the settings for multi select picklist in the portal – YouTube

How to manage the settings for multi select picklist in the portal source

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How to manage settings of Admin approvals for new users – YouTube
Jul12

How to manage settings of Admin approvals for new users – YouTube

How to manage settings of Admin approvals for new users source

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How to manage OTP settings for the portal user – YouTube
Jul12

How to manage OTP settings for the portal user – YouTube

How to manage OTP settings for the portal user source

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How to manage Javascript changes in the portal at the form – YouTube
Jul12

How to manage Javascript changes in the portal at the form – YouTube

How to manage Javascript changes in the portal at the form source

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How to manage email templates – YouTube
Jul12

How to manage email templates – YouTube

How to manage email templates source

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How to delete bulk records from the portal – YouTube
Jul12

How to delete bulk records from the portal – YouTube

How to delete bulk records from the portal source

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