Activity Management in CRMJetty helps users organize and track all customer interactions, tasks, and follow-ups in one place. It ensures timely communication, better collaboration, and improved productivity by syncing with the CRM.…
Custom Widget Builder in CRMJetty allows users to create personalized widgets for their portal without coding. It enables the display of tailored data, reports, or CRM insights in a visually appealing and…
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…
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…
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…
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…
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…
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…
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…
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…
