1. Enter Registered Email Address: Start by entering the Admin registered email address in the designated field. [1]

Click “Verify”: Click the “Verify” button to validate the Admin email address. 

– If the email is valid, Admin will receive a “Set Password” link in the Admin registered email inbox.

Note: If Admin does not receive the email, check the email you entered or please try another email address or contact a CRM-authorized person for assistance.

1. Check the registered Email: Access the registered email account, check the “Set Password” email sent to the Admin , and click on the link provided in the message. [1]

2. Create a New Password: Clicking the link will redirect the Admin user to the “Create New Password” page, where they can enter and confirm their desired password to complete the setup. [1]

1. Enter New Password: On the “Create New Password” page, type the desired new password in the “New Password” field. [1]

2. Confirm Password: Re-enter the same password in the “Confirm Password” field.  [1]

Click “Save”: After entering and confirming the password, click the “Save” button.

If successful, Admin will be redirected to the Admin login screen.

1. Enter Login Credentials: On the Admin login page, enter the registered Admin email address and the password set via the link sent to the registered email.

2. Click “Login”: If the credentials are correct, the Admin will be redirected to the Dashboard.

Forgot Password: If the Admin has forgotten their password, click the “Forgot Password” link.

1. Enter Registered Email Address: On the “Forgot Password” page, enter the registered Admin email address and click the “Send” button.

If the email is valid, a “Password Reset” link will be sent to the Admin ‘s registered email. [1]

2. Click the Reset Link: Click the link in the email to be redirected to the “Create New Password” page.

Follow the instructions in Step 3- Create a new password to set a new password. [1]

Note: The password reset link will only be sent to the registered email address associated with the Admin account. If the Admin does not receive the email, please contact a CRM-authorized person for assistance.

Once the admin successfully logs into the Admin Portal, the admin first needs to set up the SMTP  configuration for email.

– Authentication Type: First, the admin needs to select the Authentication Type according to the requirement. 

1. Credential/App Password: In this option, admin needs to enter a username and password for specific apps like social media, Outlook, Gmail, Apple Mail, etc.

2. Google OAuth: Auth is a security protocol that allows applications to access admin data without requiring passwords. This is integrated with Google services like Gmail, Google Calendar, Google Contacts, etc. [1]

In this option admin enters the selected app Email ID and password (for ex: Outlook, Gmail, Apple Mail, etc.)

– For example: Admin uses the Gmail ID and Password for SMTP configuration. [2]

To establish a reliable connection for sending emails admin needs to add the below details: 

– From Name:  Enter the name that admin wants to display in the receiver’s Email.

– From Address: Enter the email address that the admin wants to display in the receiver email.

– SMTP Host: Enter the host address of email.

– SMTP Port: Enter the port number used by outgoing mail servers.

– Username: Enter the app username/email.

– Password: Enter the app password.

Note: The admin has the flexibility to use any set of credentials for the SMTP configuration, regardless of the credentials used to log into the admin portal. This allows the admin to choose credentials freely without being restricted to the ones used for portal access.

After entering the details click on the “Save” button.

In this Authentication type, the admin can connect Google Account with the portal by entering Client ID and Client secret. [3]

– Client ID: Enter admin client ID. 

– Client Secret: Enter admin client secret. 

After entering the ‘necessary’  details, click on the “Save” button to complete the SMTP settings.

Send Test Email:  Click on the “Send Test Email” button to initiate a test of the SMTP connection.

Click Sent Mail: In the popup box, the admin should enter the recipient’s email address and a description, then click the “Send Mail” button. [4]

Connection Status

Connected: If the test email is received successfully on the above-entered mail, then the  SMTP configuration has been established correctly.

Not Connected: If the email is not received, the admin should verify that all SMTP configuration details—such as the SMTP Host, Port, Username, and Password—are entered correctly.

Note: Each SMTP server has different authentication methods, so the admin must follow the specific rules of their mail server.

Popular SMTP Server Configurations 

Microsoft Exchange:

Server: smtp-mail.outlook.com

Port: 587

Yahoo:

Server: smtp.mail.yahoo.com

Port: 587

Gmail:

Server: smtp.gmail.com

Port: 587

Hotmail:

Server: smtp.live.com

Port: 587

AOL:

Server: smtp.aol.com

Port: 587

Please note that these configurations are commonly used,  but the admin should always check with the respective email service provider for the most current and accurate SMTP server settings

The Super Admin can assign multiple roles to sub-admins, each with different responsibilities. To create a role, navigate to Settings > User Settings > Admin Roles. [1]

Note: These roles apply only to the admin portal. Both Super Admins and sub-admins with Admin role permissions can add new roles.

On the admin role page admin can view Role Name and Status. On the right side of the page admin can view the “+Create” button. By clicking on the button admin can add a new admin role for the admin portal. [2]

Creating a New Role

On the “Add Role” page, the admin needs to enter below details:

1. Role Name: Enter a unique name for the sub-admin role.

2. Status: Click on the toggle button to set the role as “Active” or “Inactive.”

3. Description: Enter a short description of the sub-admin role for future reference. [3]

4. Permissions: Select the checkbox next to the module to set the permissions View, Add, Edit and Delete. Based on the permissions sub-admin can access that particular module. [4]

Note: Sub-admin users can only access the modules that the super admin has allowed.

Edit Admin Role:

To edit admin permission go to the admin role list and click the (…) dots.

Here admin can view the Edit icon, by clicking on the icon admin will be redirected to the edit role page. [5]

On the Edit page admin changed the name, status, and description and also updated the permission. [6]

After updating the permission, admins need to click on the “Save” button. 

Delete Admin Role:

To delete the admin role go to the admin role list and click the (…) dots.

A pop will appear when the admin clicks on the delete icon. [7]

In the pop-up click on the “Ok” button to permanently delete the role from the portal else click on the “Cancel” button. [8]

Super admin can add multiple sub-admin users for different responsibilities for that navigate to Settings > User Setting > Admin Users Setup. [1]

Note: This user is only for the admin portal.  Super Admins and sub-admins with Admin user setup rights can add new users.

Admin User Card: On the admin user page, the admin will be able to see the card view with the below-mentioned details. [2]

– Name

– Role

– Last login information 

Super admin can add multiple sub-admin to assign a different role to different users.

To add a new Sub-Admin, the admin needs to follow the below steps:

Create New User: Click on the “Create” button to add a new admin user. [3]

By entering the following details super admin configured the sub admin user.

Name: Enter a unique name for the sub-admin user.

Email: Enter a registered email ID for sub-admin.

Phone No: Add a support contact number for assistance. (Optional) 

Status: Click on the toggle button to set the user as “Active” or “Inactive.”

Photo: Upload the profile photo for identification. (Optional)

Roles:  In this drop-down, the admin can select a role for the sub-admin. [4]

Note: the super admin can create roles that will be shown in the Roles drop-down. By default, the ‘Admin’ and ‘Sub-admin’ roles are created. 

Note: Sub-admin users who have rights to add a new user can only add users.

Edit Sub-Admin User 

Super admin can update the sub-admin details by clicking on the (…) dots. [5]

Here admin can view the “edit” button by clicking on the edit button, admin is redirected to the edit page. [6]

Note: Super admin won’t be able to modify the sub admin’s email address in the edit mode.

Admin can manage the admin portal logo and name by navigating to Settings >  Portal Setting > General Setting [1]

Admin can set the admin portal by entering the following details. [2]

Portal Name: Enter the name of the admin portal.

Portal Logo: Upload a logo that will be used for the admin interface and displayed in the top left corner.

Portal Favicon: Upload a favicon that will be used for the admin interface and displayed in the top left corner.

Admin can customize the theme colours, font style, and font colours by navigating to Settings > Portal Setting >  Admin Theme Customization [1]

Additionally, admin can adjust the following elements:

Base Font Family: Choose a font for the main body text and menus.

Title/Heading Font Family: Choose a font for all the headings and titles of the portal. [2]

Theme Background Color: Select a background color for the body part.

Foreground Color: Select a content background color.

Primary Color: Select a primary color that will be displayed most frequently across all modules, including text and icon.

Success Color: Select a color to indicate a successful action (e.g., toast notifications).

Danger/Fail Color: Select a color to indicate a failed action or error (e.g., toast notifications).

Warning Color: Select a color to indicate a warning (e.g., toast notifications).

Base Font Color: Choose a colour for the body text and main content descriptions.

Link Color: Choose a color for all text links. 

Click the Save button to update the theme and fonts for the Admin Portal. To revert the theme settings, click the Default Theme button.[3]

The admin can set up different email templates for various actions, for that the admin should navigate to Settings > Portal Setting >  Email Templates [1]

On the email templates page, the admin can view by default created templates. 

The admin can modify the default templates or create a new one.  [2]

CRMJetty portal provides 8 types of email action templates as follows:

1. Admin User OTP: Send an OTP to the admin for secure login.

2. Approve Portal User: Inform the user that their portal access is approved.

3. Forgot Password: Send a link to reset the user’s password.

4. Forgot Username: Help the user recover their username via email.

5. Registration: Confirm the user’s registration and next steps.

6. Snd Email to From Respondent: Forward the respondent’s email to the recipient.

7. Two-Step Verification: Send a verification code for two-step authentication.

8. Verify Portal User: Confirm the user’s id module to verify their portal account.

Create New Template :

To add a new template, click on the Create button and the admin will be redirected to the Create email template page. The admin can add multiple templates for a single action. [3]

The Admin needs to enter all the required details which are mentioned below:[4]

Name: Enter a template name to identify the email action.

Subject: Enter the subject of the email.

Status: Set the template as ‘Active’ or ‘Inactive’.

Email Action: Select the action from the drop-down menu. Below mentioned is a list of the dropdown menu.

Admin User OTP

Approve Portal User

Forgot Password

Forgot User Name

Registration

Send Email to Form Respondent

Two Step Verification

Verify Portal User

Note: The email actions are pre-defined, super admin can not add more action in the drop-down.

Body: In the email body the admin needs to write the email content also the admin can use editing options for formatting. 

Admin needs to enter the required parameters in the description box that is shown below the email body.

 Note: Based on the email actions the parameters will be shown.

For example: Admin creates a new template for “Approved Portal User” then the admin is required to add the following parameters. [4]

[FULLNAME]:  It will be replaced with the portal user’s “First Name”.

[EMAIL]: It will be replaced with a user email ID.

[PORTALNAME]:  It will be replaced with Portal Name.

Note:  For each action, there are different parameters admin required to include all mandatory parameters in the template.

After entering all the data, the admin needs to click on the “Save” button then the admin can see one pop-up message that “old email will be inactive once the admin activates this template.” 

If the admin clicks “OK,” then the old email template will automatically be deactivated, and the new template will be activated.  [5]

Note: If admin creates a new template for the same action, the previous template will automatically become inactive. Admin users can select the templates in the Form widget configuration.

Edit template

The admin can modify the default email templates by clicking on the three dots (…). By clicking on the dots the admin can see the Edit button and once the admin clicks on the Edit button then they are redirected to the Edit Template Page. 

On the edit page, the admin can edit the Name, action, subject and description. [7]

Note: The admin cannot edit the email action type and status while editing the template.

Delete Template:

If the admin wants to delete the email template, the admin needs to click on the three dots (…) on the email template listing page. By clicking on the dots the admin can see the Delete button and by clicking on that they can see one warning (pop-up) message. [3]

In the pop-up click on the “Ok” button to permanently delete the template from the portal or else click on the “Cancel” button to keep the template.

Note: The admin can only delete active templates from the portal.

The admin can design a “Form” and “List” for the portal users from the Portal User Settings. This Form and List will be shown to the users who are added by the admin from the backend. 

By using this form, admin can directly add portal users from the backend.

To design a List and Form the admin will navigate to Settings >  Portal Setting >  Portal User Settings [1]

Note: The form and list will be displayed in the admin backend only. 

List Page:

The admin can see all the “List” fields on the right side of the page, to create a “List” the admin can search for fields or simply drag and drop them to the page. The admin only adds the 5 fields to design a list. 

Note: The admin cannot remove the required fields. If the admin is trying to remove it, they have shown a toggle message on the right side of the page.  

Form Page:

The Admin can add/Edit the portal user form for the customer portal, for that click on the Add/Edit radio button which is highlighted on the image. [3]

To design a form the admin can follow Add Section > Add Grid > Add Fields.

Add Section: On the left side of the page, the admin can view the sections and by clicking on the “+” icon the admin can add a new section as shown in the mentioned screenshot. [4]

Add Grid: After adding the section the admin needs to select the grid, for that, the admin needs to click on the “Add Grid” button as shown in the mentioned screenshot. [5]

By clicking on the button, the admin can view the different grid options, when selecting the grid it will directly add to the selected section as shown in the below screenshot. [6]

Add fields: After adding the grid the admin adds fields to the grid, the admin needs to drag and drop the fields to the section as shown in the screenshot. [7]

Note: The grid supports only one field per box. Admin should ensure the sections are designed accordingly.

Once the form design is complete the admin needs to click on the “Save” button.  The admin can also view the form by clicking on the “Preview” button. [8]

Preview: 

When the Admin adds a portal user through the Admin Portal, the configured form and list will be displayed.

To view form and List Navigate to the Settings > User Setting > Portal User Setup section, where the Admin can view the form and list that have been previously configured. [9] [10]

Admin can set permissions that determine what actions portal users can perform and what information they can access within a system. 

To role for the portal user navigate to Settings >  User Setting >  Portal User Roles. [1]

Creating a Role:

On the portal user role page, the admin can view the pre-existing “Default” role which is set up with standard permissions and access controls. [2]

Admin can modify that default role or add a new role, To add a new role admin needs to click on the “+ Create” button. [3]

By clicking on the create button the admin will be redirected to the “Add Role” page where they can see the below-mentioned fields.

Role Name: Enter the name for the role.

Status: Select the status role “active” and “inactive”.

Is Default: Enable this toggle to set this role as a default.

Description: Provide a short description for the role.

Module Permissions:

After adding basic details, the admin can manage module permissions for portal users by defining their roles. To define the role the admin needs to follow below steps:

Module name: Admin can view the portal module names.

View: By clicking on the “View” checkbox admin allowed the portal user to view this particular module.

Relationship Type: The admin can set the relationship type for the portal user based on the following four options:

1. Contact: Relationship with individual contacts.

2. Account: Relationship with specific accounts.

3. Account to My Records: Relationship with accounts linked to the admin’s own records.

4. Account with All Records: Relationship with accounts that have access to all records. [4]

Relationship Type: A relationship type in CRMJetty defines how a portal user is connected to and interacts with data, such as contacts or accounts, within the system. It determines the level of access and visibility the user has to specific records based on their role and association, such as individual contact records or broader account-based records. [5]

Contact: Portal users can only access data related to their individual contact profile.

Account: Portal users can view and manage records tied to their associated account.

Account with My Records: Portal users can access their individual records within the associated account.

Account with All Records: Portal users can view and manage all records within their associated account, including other users’ records.

Contact Relationship: It refers to how a portal user interacts with data based on their individual contact profile. This type of relationship limits access to records or data directly linked to the user’s contact, allowing personalized data access. [6]

Account Relationship: It defines how a portal user interacts with data based on the organization or account they are associated with. Instead of limiting access to personal contact data, it allows users to access data related to their entire account, which may include other users or records linked to that account. [6]

– Add: Click the checkbox to allow portal users to add data.

– Edit: Click the checkbox to allow portal users to edit data.

– Delete: Click the checkbox to allow portal users to delete data.

– Enable Product: Click the checkbox to allow portal users to product-related actions.

– Enable Hierarchy: Click the checkbox to allow portal users to have hierarchical permissions. [7]

Editing & Deleting Roles:

Edit Role:

To edit a portal role, navigate to the portal role list and click the three dots (…). This will show the Edit icon. Clicking the icon will redirect to the edit role page. [9]

Admin can update all the details and after updating the details click on the “Save” button.

Delete Role:

To Delete a portal role, navigate to the portal role list and click the three dots (…).  [10]

By clicking on the dots the admin can see the Delete button and by clicking on that they can see one warning (pop-up) message. [11]

Click on the “Ok” button and the role will be permanently deleted from the portal.

Note: Default roles cannot be deleted.

Replace Role:

The admin can replace a role assigned to users (contacts) with another role from the list of portal user roles.

To replace the role the admin needs to click on the “Replace Role” icon from the (…) dots. [12]

 Then one pop-up will appear that allows the admin to select a new role from the drop-down list. Once the admin chooses a new role, it will replace the current role and be assigned to all contacts (portal users). [13]

Set as Default Role:

The admin can set the default role with another role from the list of portal user roles.

To set a default role, the admin needs to click on the “Default Role” icon from the (…) dots. [14]

When the default button is clicked, a warning pop-up will appear with the warring message. Admin can either click “OK” to confirm, which will replace the default role with the selected one, or click “Cancel” to keep the current default role unchanged.

After the default role is changed, the Admin can view the “Is Default” status set to “Yes”. [16]

Portal User Setup involves configuring and managing settings for users who access the portal. This setup ensures that users have the appropriate access, permissions, and functionality needed for their roles within the portal. 

To manage a portal users the admin will navigate to Settings > User Setting >  Portal User Setup. [1]

On the Portal user setup page, the admin can view contact information which is created in the below-mentioned ways,

Contact created from the CRM

Contact created from the Admin portal

Contacts that are registered from the Website.

To create a new contact from the Admin portal the admin needs to click on the “Create” button. [2]

Create Contact:

After clicking on the “Create” button admin will be redirected to the Create Contact page.

Enter the Portal Contact Details

Note: The “portal contact details” form will be shown as per the admin created in the portal user settings. [3]

The admin needs to enter all the mandatory details to create a contact.

Note: If the admin won’t select any role from the “Role” lookup list, so the contact will be created as “Default”

Once the admin fills all the information then they need to click on the “Save” button. By clicking on the save button the created contact will not receive any verification link.   

Note: If saved as Not Approved, the admin can later approve and generate credentials from the contact’s listing page.

If the admin clicks on the  “Save & Generate credential option”, so the created contact will receive an email with the verification link. [4]

Bulk Update

1. CRMJetty Portal Approval: If the ‘User approval’ flow is enabled then admin approval is required after registration. Consider the below cases for approval.

Case-1: The admin needs to select the Contact from the list manually (they can select one or multiple contacts) and click on the bulk action checkbox so they will be able to see the Approve button to send the verification link the admin needs to click on the approve button. (credentials pending). [5]

Case-2: Select Approved and click Save & Generate Credentials to approve and generate credentials, sending an access link via email. [6]

Note: Only admin users with access can add contacts.

2. Enabling Portal Users: To give contacts access to the portal, the admin can use the ‘Enable’ option to approve the portal user.

Generate Credentials:

The admin needs to select the Contact from the list manually. [7]

Use the Bulk Action drop-down menu to select “Enable” for the contacts. This can include both newly added contacts and those previously disabled.

After clicking the “Enable” button, a pop-up will appear. In this pop-up, the Admin needs to select the role to assign the same role permissions to the user. Once the role is selected, click the “Save” button. [7.2]

In the compilation process, a popup will display the summary report for below-mentioned detail. [7.3]

Selected User

Disabled Users

Conversion Pending

3. Disabling Portal Users: With use of this feature admin can temporarily remove portal access by disabling user accounts.

To disable the accounts, Admin needs to Select the contacts that need to be disabled from the portal.

From the Bulk Actions drop-down menu, select “Disable.” button [8]

A popup will display the summary report for below-mentioned detail. [9]

Selected User

Disabled Users

Conversion Pending 

4. Assigning New Roles : If an admin needs to assign a new role to contacts then they can use the “Role New Assign” option. 

The admin needs to Select the contacts that need to assign a new role.

From the Bulk Actions drop-down menu, select “Assign New Role.” [10]

Click “Apply” to open the Assign New Role popup. 

Choose the new role the admin wishes to assign. [11]

Click “Save” to assign a role for the selected contact. [12]

5. Sending Password Link: The admin uses this option to send a password reset link to contacts so they can update their credentials.

The admin needs to Select the contacts that need a password reset link.

From the Bulk Actions drop-down menu, select “Send Password Link.” [13]

 A popup will appear showing the status of the password link delivery status.

Edit Contact:

To edit a portal user, navigate to the portal user list and click the three dots (…). This will show the Edit icon. Clicking the icon will redirect to the portal user edit page. [15]

Admin can update all the details and after updating the details click on the “Save” button. [16]

Delete Contact:

To Delete a portal user, navigate to the portal user list and click the three dots (…). By clicking on the dots the admin can see the Delete icon and by clicking on that they can see one warning (pop-up) message.  [17]

Click on the “Ok” button and the role will be permanently deleted from the portal. [18]

Admin can create and configure multiple sites for the current portal instance, but only one site can be published at a time. To manage sites, navigate to Settings > Portal Settings > Site Management.[1]

When Admin users log in to the Portal-Admin and authenticate the CRM, they will see the default published site. The Admin can choose to edit the default site or create a new one. [2]

1. Click on the “Create” button on the top-right corner of the screen. [3]

2. Configure the following settings in the new site creation form.

In the general settings, the Admin can add basic details such as: [1]

– Name: The name of the portal or system (e.g., CRMJetty).

– Portal Enabled Language: The language in which the portal will be available (e.g., English).

– Default Language: The default language used when no other language preference is set.

– Portal Home Page: The main or landing page of the portal.

– Portal Name: The name of the portal (e.g., Hospital).

– Portal Logo: Upload a logo image for branding, displayed on the portal.

– Portal Favicon: Upload a favicon image that appears in the browser tab.

– Date Format: The format in which dates will be displayed (e.g., MM/DD/YYYY).

– Time Format: The format in which times will be displayed (e.g., 24-hour or 12-hour).

– Site Under Maintenance: Enable this option to display a maintenance message while the site is being updated.

reCAPTCHA helps protect portal pages, forms, and widgets from spam. Admin can configure either reCAPTCHA V2 or V3 to enhance security.

General Settings

Enable reCAPTCHA: Check the box to enable reCAPTCHA.

Choose reCAPTCHA Version: Select between reCAPTCHA V2 or V3 based on the security requirements.

reCAPTCHA V2

Site Key: Used to render the reCAPTCHA on the page.

Front-View: Displays an “I’m not a robot” checkbox that users must click to validate.

Applied To:

Form widget

Login widget

Registration widget

Forgot Password widget

Subgrid Forms in the Form Builder

Visible at the end of forms and widgets where reCAPTCHA V2 is enabled.

reCAPTCHA V3

Site Key: Used to render the reCAPTCHA on the page.

Secret Key: Used for server-side validation.

Front-View: Verifies user actions with a score and provides a token automatically.

Applied To:

Page

Form widget

Login widget

Registration widget

Forgot Password widget

List widget

Recent Activity widget

Case Deflection widget

Chart widget

Counter widget

Knowledge Base widget

Search widget

Subgrid Forms in the Form Builder

Note: Choose the version that best fits the security needs and apply it to the relevant widgets and pages within the Admin portal.

Admin can customize the site theme according to their requirements.

1. Font Customization:

Base Font Family: Specify the font family for general text.

Heading Font Family: Specify the font family for headings. [1]

2. Color Customization: 

Theme Background Color: Sets the overall background color of the theme.

Foreground Color: Sets the color used for text and other foreground elements.

Primary Color: Used for primary buttons, links, and accents.

Base Font Color: Sets the color for general text content.

Heading Font Color: Sets the color for headings. [1]

3. Menu Customization:

Menu Background Color: Sets the background color for the menu.

Menu Text Color: Sets the color of the text in the menu.

Menu Hover Color: Changes the color of the menu item when hovered over.

Menu Font Size: Adjusts the font size for menu items. (Range: 14 to 30)

Menu Font Weight: Sets the font weight for menu items (e.g., normal, bold).

Menu Alignment: Aligns the menu items (e.g., left, center, right). [2]

4. Submenu Customization:

Submenu Background Color: Sets the background color for the submenus.

Submenu Text Color: Sets the color of the text in the submenu.

Submenu Hover Color: Changes the color of the submenu item when hovered over.

Submenu Font Size: Adjust the font size for submenu items. (Range: 14 to 30)

Submenu Font Weight: Sets the font weight for submenu items (e.g., normal, bold). [2]

Admin can reset the theme to the default settings using the “Reset to Default” button.. [3]

Admin can add custom CSS for the portal and apply styles to various sections. Adjust class names and CSS properties to customize different sections as needed.[1]

Note: Adjust the class names and CSS properties according to Admin -design preferences to customize different sections and weights.

Admin can manage external login accounts set up through integrations. The Admin will only see the accounts that have been configured in integrations.

1. Google :  Enable Google-based authentication.

2. Facebook : Configure and connect to Facebook for login integration.

3. Microsoft IdModule : Link Admin Microsoft IdModule  account for authentication purposes.

4. LinkedIn : Setup and connect to LinkedIn for login integration.

Admin can enhance portal security by configuring various login methods.

1. Password Lock : Temporarily locks portal access after a set number of incorrect password attempts.[1]

Configuration:

No. of Wrong Attempts: Maximum failed login attempts before locking the user.

Password Lock Timer: Duration of the lockout period.

2. Two Factor Authentication (2FA):  Adds an extra security layer by requiring users to verify an OTP sent to their registered email upon login. [2]

Configuration:

OTP Active Duration: Set the time period for which the OTP is valid.

No. of Wrong OTP Attempts: Define how many times users can enter incorrect OTPs.

Set OTP Timer: Set the countdown timer displayed with the OTP in the user’s email.

Disable Resend OTP: Specify the time period during which users cannot request a new OTP.

3. Email Verification: Sends an email verification link to new portal users to confirm their registration. [3]

Users logging in with social media accounts (Google, Facebook, Microsoft) will also receive an email verification.

4. User Approval: Requires Admin approval for new portal users, including those authenticated via social media. [4]

5. Custom Password Complexity: Enforces password complexity rules to enhance security. [5]

Configuration:

Password Range: Set the minimum and maximum length of passwords.

Character Requirements: Define required character types (uppercase, lowercase, digits, special characters).

Reset To Default: Reverts the password complexity settings to default values.

Example Password Requirements:

Length: 8 to 16 characters.

Uppercase Letter: At least one.

Lowercase Letter: At least one.

Digit: At least one.

Special Character: At least one from the set (!, @, #, $, %, ^, &, *, (, )).

6. Password Expiration: Admin can set password expiration periods. [6]

Options: Never Expire, 1 Day, 2 Days, 1 Month, 3 Months, 6 Months, 1 Year. 

Portal Front-End Behavior 

When a new contact is created, the PasswordUpdateDate field is set to null by default. Depending on the selected password expiration setting, the system will handle password updates as follows:

If  “Never Expire” is Selected:

No checks related to password expiration will be performed, providing uninterrupted access without any expiration-related prompts. The following scenarios are excluded from expiration checks:

1. User registration via the Register Widget.

2. User login via the Login Widget.

3. When a user sets a new password.

4. During the Forgot Password process.

5. When a user updates their password via the Profile Widget.

6. User Account Profile updates.

If  “Never Expire” is Not Selected:

The portal enforces password expiration through the following procedures:

1. Registration via Register Widget:

a. Upon registration, PasswordUpdateDate is set to the current date (UTC).

2. Login via Login Widget:

a. Case 1: If PasswordUpdateDate is null, the system sets PasswordUpdateDate to the current date and time (UTC) in encrypted format for both the contact and CRM user details upon successful login.

b. Case 2: If PasswordUpdateDate is not null, the system decrypts and compares it with the configured password expiry duration.

i. If Valid: The user is redirected to the Dashboard.

ii. If Expired: The user is redirected to the Set Password screen. After the user successfully updates the password, the system updates PasswordUpdateDate to the current date and time (UTC) in encrypted format for the contact.

3. Forgot Password Procedure: The process follows the same flow as Case 1 and Case 2 mentioned above, ensuring PasswordUpdateDate is appropriately set or updated after the password reset.

4. Profile Widget Password Update: After a user successfully updates their password through the Profile Widget, PasswordUpdateDate is updated to the current date and time (UTC) in encrypted format for the contact.

Note: During the password update procedure, the new password must be different from the old password. This is enforced across all scenarios, including when resetting or updating passwords.

In the Payment Settings, Admin can select from the payment accounts that have been configured through the Integrations section. Only the accounts set up by the Admin will appear in the dropdown list. [1]

To configure a payment account:

1. Open the Payment Settings.

2. Choose a payment account from the dropdown menu.

3. Click the Save button to apply the selected account.

The selected payment account will now be used for processing transactions in the portal.

The CRMJetty allows the Admin to  add rules and set conditions to display specific module data in the front portal or control portal users’ access to certain module data. 

To create a workflow Admin needs to navigate to Settings > Portal Setting >  Workflow Management. [1]

Viewing Workflows

By clicking on “Workflow Management”, the Admin will be navigated to the listing page, where the Admin can view, search, and filter workflows by Action Type, module , Owner, and Date. [2]

Creating a Workflow: 

To create a new workflow, click on the “+ Create” button, which will redirect the Admin to the Create Workflow page.  On this page, the Admin needs to configure the following details:

Title: Enter a name for the workflow for easy identification.

Roles: Choose the roles that this workflow will apply to.

Module: Select the Module to which the conditions will apply.(e.g. Case, Order)

Action Type: The Admin can choose the action type between Load Data and Update Assign Rights. [3]

Action Types:

1. Load Data: This action allows the Admin  to filter and display only specific module data in the customer portal.

Data will be sorted and displayed in various formats (e.g., List view, Data card, Recent Activity, etc.) based on the rules Admin set.

Select the fields, operators, and values to determine the data that portal users can view. [4]

2. Update Assigned Rights:  This action type is used to  manage portal users access rights (Edit, View, Delete) based on conditions. [5]

For example: The Admin can restrict delete rights for certain records by setting specific conditions. 

Setting Workflow Conditions:

After selecting an action type, the Admin can set conditions based on the specific fields.

Admin can add multiple conditions and group them as needed. Using the AND/OR options, the Admin can ensure that portal users see data or have access rights only when specific conditions are met. [6]

For example, if the Admin sets a condition to show only “In Progress” and “On Hold” cases, portal users will view only  those specific records. [7]

Managing Rules with Group Options

Select Group

The Select Group option allows Admin to group multiple conditions together. This feature is useful when Admin wants to combine conditions using either the AND or OR logic, controlling how access rights or data visibility is managed for portal users. [8]

Ungroup

The Ungroup option enables Admin to separate previously grouped conditions. If the Admin no longer needs certain conditions to be treated as a unit, they can use this option to break them apart, allowing individual conditions to be managed independently. [8]

Change to OR

When using the AND logic by default, selecting Change to OR modifies the conditions to be evaluated with an OR relationship instead. This means that if any of the conditions are true, the action (like granting access) will be executed. [8]

Delete

The Delete option allows the Admin to remove any existing condition or group of conditions. This is useful when certain conditions are no longer relevant or need to be changed entirely. [8]

Add Clause

The Add Clause feature provides Admin with the ability to insert a new condition into an existing rule set. This ensures flexibility by allowing new criteria to be added without disrupting the existing rules structure. [8]

Enabling Workflows

To apply a workflow to a page, navigate to Design > Page, open the page in Edit mode, configure the widget, and enable the workflow.

Admin can apply workflows to various widgets like Case Deflection, Chart, Counter, Data Card, etc.

Admin can assign workflows to a page by navigating to Design > Page. First, the Admin should configure the appropriate widget on the page and ensure that the workflow is enabled. 

Workflows can be applied to various widgets, including Case Deflection, Charts, Counters, Data Cards, and more.

Workflows in Forms and List Builders

Workflows can also be assigned at the field level in forms and list builders, particularly for lookup-type fields. Ensure that the lookup field is  related to a module with an active workflow.

Widget Classification

Widgets may support either “Load Data Workflow” or both “Load Data” and “Update Assigned Rights” workflows:

Load Data Only: Supported by Charts, Counters, Knowledge Base, and Case Deflection widgets.

Both Workflows: Supported by Lists, Data Cards, Recent Activity, and Forms  widgets.

Step-by-Step Workflow Example

Scenario: Configuring a Workflow for High-Priority Cases
The Admin needs to configure a workflow that displays only “High Priority” cases on the case details page, ensuring that only  these cases are visible to the support team and they cannot be deleted.

1. Create a New Workflow

Title: “High Priority Case”

Roles: Assign the workflow to the “Support Team” role.

Module : Select “Case” as the module.

2. Action Types

Load Data:

Condition: Select the “Priority” field, set the operator to “Equals,” and choose “High” and “Urgent” as the values. This ensures that only “High Priority” and “Urgent” cases are visible to portal users.

Update Assigned Rights:

Condition:  Set the “Priority” field to “High” and “Urgent.”

Action: Disable the “Delete” option.  This prevents portal users from deleting cases marked as “High Priority” or “Urgent.”

3. Assign the Workflow

To implement the workflow, navigate to Design > Page, edit the relevant page, and enable the workflow in the widget settings.

 After configuring this workflow, assign it to the case details page. Once assigned, only “High Priority” cases will be visible to the support team, and the option to delete these cases will be disabled.

Admins can enable or disable a module using the module configuration feature. module configuration is necessary when the admin adds a new module to the CRM. 

Note: Before configuring the module, admins must first sync the CRM with the portal.

Enabling or Disabling an module

To sync a module, navigate to Settings > User Settings > module Configurations.

In this section, admins can drag and drop “CRM modules” into the “Portal modules” section to sync them between the CRM and the portal.

Admins can search for a CRM module by name or manually drag and drop it into the portal module.

Once the configuration is complete, click the “Save” button to add the CRM module to the portal.

Note: If a module does not appear in the CRM module list, admins should first synchronize the CRM with the portal. Once the synchronization is complete, the module will be visible in the CRM module list.

If an admin wants to remove a module from the portal, they can simply drag and drop the portal module into the CRM module list. This action will remove access to that specific data through the portal.

Note: If an admin removes a module from the portal, it will no longer be accessible through the portal. Additionally, this specific module cannot be used in lists, forms, pages, etc. 

The admin cannot remove cases or content from the portal module, as it is the primary module used to manage the portal.

Admin can manage and customize the languages used in the portal to ensure it meets users preferences. To set up languages for the customer portal, follow these steps:

1. Navigate to Language Configuration:

Go to Settings > Portal Settings > Language Configuration. [1]

2. Enable Multi-language Support:

On this page, Admin can enable multi-language support for the portal. CRMJetty Portal provides support for 41 languages. [2]

Note: In CRM language only shows the language which is enabled into the CRM system.

The list of available languages includes:

English

Arabic

Basque

Bulgarian

Catalan

Chinese (Hong Kong S.A.R.)

Croatian

Czech

Danish

Dutch – Netherlands

Estonian

Finnish

French – France

Galician

German

Greek

Hebrew

Hindi

Hungarian

Indonesian

Italian – Italy

Japanese

Kazakh

Korean

Latvian

Lithuanian

Malay – Malaysia

Norwegian (Bokmål)

Polish

Portuguese – Brazil

Romanian

Russian

Serbian (Cyrillic)

Slovak

Slovenian

Spanish – Spain (Modern Sort)

Swedish

Thai

Turkish

Ukrainian

Vietnamese

Admin can enable any of these languages in the portal by dragging and dropping the respective language from the CRM Languages section to the CRMJetty portal Languages section. [3]

3. Save Configurations: 

After making the necessary changes, click on the Save button. [4]

Note: English is the default language and cannot be disabled.

Multi-Language

Navigating to Multi Language, Admin will be able to configure the labels for multiple languages. [5]

The first step is to Select Language for the respective labels. [6]

Further, choose Portal or CRM from the dropdown menu of Select Language Label. 

Portal: Select this option in order to change the label in the portal.  [7.2]

 Once Admin selects this option then Admin will get the list of the default text of the message which is currently displaying in the portal. [8]

 On the right side Admin will get the value tab. Admin can insert the translated value of the default text on the left side. [9]

– CRM: If Admin select this option then Admin can change the language for all the text labels present in that CRM. [10]

 For example: we have selected Case CRM. 

 Now all the default text in the case CRM will be loaded below. 

Admin can insert the translated value for the default text on the left side. 

After configuring the language, click on the ”Save” button. Now multiple languages are enabled in the Admin portal. [11]

Import Text labels:

 Admin can also import translated text labels:

1. Export Template 

 First, the Admin needs to click on the Export Template button. The template file will be downloaded into the Admin system. [12]

2. Add Translations:

The template file will have information like Text Key, Default Text, and Language Specific Text. Admin has to add the translated text in the Language Specific Text column.  [13]

3. Import the file:

After adding the details in the sample file, Import the file. The value will be populated with translated labels. Now, the Admin has to “Save” the settings to make it work properly.  [14]

Auto Translate:

Admin can also auto-translate the labels rather than translating each label manually. There is one button on the top right corner of the language setting named Add Google Translate key. [15]

Once the button is clicked, insert the Google Translation key. [16]

Click on the “Save” button and Admin Key will be saved successfully. 

Note: The Admin must enable the “Translate API” from Google developer console for the website domain (portal domain).

Once Admin have inserted the Translate API key, Admin are able to Auto Translate the Portal labels by selecting the language(s).

Now, click on the ‘Auto Translate’ button, to translate all the labels at once based on the language selection.  [17]

Now, save the labels to make it work on the portal. 

Admin can as well remove all the labels at once by clicking on the “Clear All” button and then, Admin can see all the fields would be cleared.  [19]

CRMJetty allows Admin to design and configure the listing view for various modules. Admin can create, edit, preview, and publish lists that will be used in page builders. The dynamic layout of the list view can be designed using CRM fields.

The List Builder enables Admin to create, duplicate, delete, filter, preview, and translate list views. To access these features, Admin need to navigate to Design > Lists. [1]

On the listing page, Admin can view the following columns: Title, Status, Language, Owner, Module , and Created On dates.

The Admin can apply filters based on Title, Status, and Module . Additionally, the Admin can use Advanced Filters to further refine the list data.

Admin can create a listing page for any Module . By clicking on the + Create button, a popup will appear where the Admin needs to insert the ‘Title’ of the list page.

Click on the “Save” button to design the listing page layout. This will redirect the Admin to the List layout design page.

From the right side, Admin can either create a new list view or use an existing ready list from the CRM.

Create New: The Admin can choose the “Create New” option to build a list from scratch.

Use Existing: The Admin can select the “Use Existing” option to utilize a list that has been already created in CRM. [2]

Admin needs to select the Module  for which the list view layout needs to be created. [3]

After selecting the “Module ”, Admin will see a list of fields enabled from CRM. The required fields can be drag and drop from the right to the left to add columns to the list.

There will be search functionality available for the Admin to search for a field. [1]

By clicking on the Settings icon, the Field Name and Data Type of the field will be displayed. The Admin can also edit the field details. [2]

After configuring the list, Admin can either save it as a “Draft” or “Publish” it. 

Draft: For internal use, editing, and review. Not visible to portal users. [3]

Publish: Final version; once published successfully, it can be used by Admin while configuring the list widget in the page builder. [4]

Note: Admin cannot use draft lists while configuring the page; the list must be published to be used in the page builder while configuring the “list widget”.

Admin have the option to select a pre-configured ‘List view’ layout from CRMJetty. By selecting the “Use Existing” option, all available ready-made list layouts (CRM Module  views) will be accessible. [1]

Steps to Configure the List View:

From the View dropdown, select a ‘List view’. The fields associated with that specific list view, as configured in CRM, will be displayed. [2]

When the Admin selects a view, the list fields are automatically added to the fields in the right-side panel.

Note: The fields are added based on the CRM list, and the Admin can modify the list as needed.

Field Customization:

The Admin needs to click on the “Settings” icon to update or change the labels of any field. While editing a field, the data type will be shown. [4] 

To remove a field, the Admin needs to click on the ‘delete’ icon. [5]

If the Admin wants to display a field as an image, the Admin can use the “Show as Image” option in the Field Configuration that allows the string value to be shown as an image. 

Note: To ensure a proper view in the portal, the Admin should add the correct image path. 

Otherwise, a dummy image will be displayed. The Admin needs to click on the “Settings icon” to open the field configurations and check mark the “Show as Image” option. [1]

Note: If the “Show As Image” checkbox is checked, the “Enable for Filter” checkbox will be disabled, as filtering is not applicable to image-type data.

After updating the Field Setting, the Admin needs to click on the Save button. [2]

 To finalize the list builder by clicking on the Publish button. The Admin can also save it as a draft by clicking on the Save As Draft button.[3]

 The Admin can also save it as a draft by clicking on the Save As Draft button.

Admin can Enable the filter option to allow portal users to filter listing records on the front portal side.

 By checking the “Enable for Filter” checkbox, portal users will have a searchable option for the CRM Fields. [1]

The Admin can enable filters globally for lookup fields by selecting the “Lookup Global Access” checkbox during configuration. [1]

Enabling Lookup Global Access ensures the data displayed in the lookup field is global, representing all data for the associated Module .[1]

Example:
If Customer Lookup Global Access is enabled, the lookup will display all customer data, regardless of any specific filters or restrictions.

This feature provides flexibility to access a comprehensive dataset for the selected Module .

If the field’s data type is a lookup and the “Enable for Filter” checkbox is checked, the Workflow Setting will become visible. 

By clicking ‘Workflow Setting’, the “Data Load” dropdown will appear, showing the workflows (with Data Load action type and target Module  of the field) created in the Workflow Management. [2]

Note: Admin will only view the specific lookup workflows

Admin can select the workflow according to the requirement.

Admin can also add a new workflow by clicking on the “+” icon. [3]

By clicking on the “+” icon, the Admin will be redirected to the “Add Workflow” page from there they can create a new workflow for that Module  by entering the below details where the Module  will be selected by default. [4]

After selecting the workflow, click on the Save button. [5]

The Custom Lookup View allows you to customize how lookup fields display data in the List Builder. 

Steps to Configure

1. Enable the Feature

Go to the Field Configuration Settings for the lookup field.

Enable Custom Lookup View  [1]

2. Select Fields

In the Custom Lookup Settings, the Admin can view all the lookup modules enabled from the CRM for the specific field. This allows the Admin to select and configure targeted modules for the lookup, ensuring personalized and relevant data display in the List Builder.

For example, if the Account Module  is enabled, the dropdown will display: [2]

Account Name (primary field, fixed at the top). [2]

Account Rating (additional field). [2]

Note: The Account Name field is mandatory and is automatically selected as the primary field. Its position is fixed at the top of the field list.

3. Set Sequence

The Admin can configure these fields and their sequence for a customized lookup view. [3]

Arrange the fields in the desired order.

Example sequence:

1. Account Name

2. Account Rating

After all the configuration, click on the “Save” button to apply changes to the front-end view.

Note:

Field Limit: Maximum of 5 fields (1 primary + 4 additional).

Language Support: Names appear in configured languages or default to English.

This setup streamlines lookups, displaying only relevant fields in your preferred order.

Admin can create or update the layout of the list view using the JavaScript Code Editor if custom JS code is available.

By clicking on the JS Editor, an editor will pop up where the Admin can add or paste the JS code. [1]

Once edited or pasted, click the “Apply” button and publish the List Builder record.

The Admin can enable the “Payment Configuration” option to facilitate the integration of payment processing within the list views. This allows the portal users to interact with payment-related fields directly from the list view, making it easier to manage transactions, view payment statuses, and perform payment actions without navigating away from the current page.

Steps to Configure Payment Options:

Enable Payment Configuration:

 To activate this feature, the Admin must check the “Enable Payment” toggle is active.

Note: This feature can only be enabled if the Module  includes an Amount (Currency) type field.

Button Label:

The Admin should enter the text label to be displayed as an option in the record’s context menu. [1]

Select Amount Field:

The Admin should choose the Module  field to be used as the amount field for processing payments. [1]

Set Conditional Field to Enable Pay Button:

The Admin must select the Module  field that determines when the Pay button will be displayed. [1]

Set Conditional Field Value to Enable Pay Button:

The Admin should choose the conditional value field that triggers the display of the “Pay” button. Multiple values can be selected as needed. [2]

Transaction Log Settings:

The Admin should configure the Transaction Log Settings to synchronize transaction data with the CRM.

Select Transaction Module : The Admin must choose the transaction Module  to record transaction details. [3]

Select Description Field: The Admin should choose the Module  field for a short description. [3]

Select Payment Module : The Admin should select the field in the transaction Module  to use as the payment Module  field. [3]

Select Payment Record: The Admin needs to choose the field in the transaction Module  to use as the payment record field. [3]

Select Payment Method: The Admin must select the field in the transaction Module  to use as the payment method field. [4]

Set Amount Field: The Admin should choose the field in the transaction Module  for the payment amount. [4]

Select Payment Transaction Log: The Admin needs to choose the field in the transaction Module  for the Payment Transaction Log. [4]

Select Payment Status: The Admin should select the field in the transaction Module  for the Payment Status. [4]

After configuring the payment method, the Admin should “Update” the changes and publish the list. [5]

CRMJetty provides Admin to configure a list field as a rating field. To initiate this setup, Admin must first activate the “Enable Rating” option. This function allows Admin to designate a specific field to display ratings.

Supported Data Types for Rating Field:

Integer

BigInt

Decimal

Double

In the rating field configuration, Admin can choose icons from the icon picker, with available options including thumbs and stars. Furthermore, Admin can select various colors using the color picker. [1]

Note: If a field is used in the Datacard widget, it cannot be deleted or have its rating functionality disabled via the List Builder. In the list view, portal users will only see the rating fields. They cannot modify the rating configuration, the icons and colors are only set by the Admin from the backend.

From the listing page of the ‘List’ builder records, all available languages will appear in the Language column.

Translated languages will be shown in dark-coloured buttons, while untranslated languages will appear in light-coloured buttons.

The Admin can translate the list record in two ways, one is by clicking on the light-coloured button and second is by selecting the specific record and clicking the ‘Translate’ icon from the record options. 

Once the Admin clicks on the list builder record it will automatically translate to the selected language.

Admin can also translate the list layout records from the edit list. At the top, the Admin can see the“Languages” option and enabled languages will be displayed.

Select the language and click on the “Update” button, it will take a few seconds to translate all the CRM content, such as text labels and messages.

Once the list layout record is translated in a listing page you can view the language in highlighted color, which will ensure that the language is translated successfully.

Multiple List Translation

1. Translating Lists in Bulk:

The Admin can translate multiple list layout records simultaneously by selecting multiple lists. [1]

2. Language Selection:

If multiple languages are enabled, a dropdown menu will appear, allowing the Admin to select one language for translation. [2]

3. Translation Report:

After translating the selected lists, a pop-up will appear on the screen, displaying the translation status of the records/list.

Note: Ensure that all fields are translated in Settings > Portal Settings > Language Settings to guarantee proper translation of the fields.

To preview the list, Admin needs to either save the list as a draft or publish it. In both scenarios, Admin can preview the list to see how it will appear on the front end.

Note: In preview mode, Admin cannot click on any fields, the preview only displays the layout of the list. [2]

To edit a list, navigate to the portal lists and click the three dots (…). This will show the Edit icon. Clicking the icon will redirect to the edit list page. [1]

Admin can update all the details and configurations, after updating the details click on the “Update” button. [2]

To Delete a portal list, navigate to the portal list and click the three dots (…). [1]

By clicking on the dots the Admin can see the Delete icon and by clicking on that they can see one warning (pop-up) message. Click on the “Ok” button and the role will be permanently deleted from the portal. [2]

Bulk Delete lists:

To delete a multiple list at once follow the below steps:

List Selection:

The Admin should start by selecting the lists for deletion. This can be done by clicking on the checkboxes beside each list. 

After selecting the lists, the Admin needs to proceed to click on the bulk action checkbox. From the available options, select the “Delete” option. [3]

Confirmation Process:

A confirmation pop-up will appear after selecting the “Delete” option. To finalize and permanently remove the selected lists, the Admin must click the “OK” button. If the deletion is not required then the Admin can simply click the “Cancel” button to exit the process. [4]

1. Publishing a List:

To publish a portal list, navigate to the list and click the three dots (…). Clicking on the dots will reveal the “Publish” Icon. [1]

By clicking on the icon the list will be published and the Admin can view the success message on the right side of the page. [2]

Bulk Publish Lists

1. List Selection:

The Admin should start by selecting the lists to be published. This can be done by clicking on the checkboxes beside each list Module . [3]

2. Choosing Bulk Action:

After selecting the lists, the Admin needs to click on the bulk action checkbox. From the available options, select the “Publish” option. [3]

By clicking on the publish option the selected list will be published and the Admin can view the success message on the right side of the page. [4]

1. Duplicating a List:

To duplicate a portal list, navigate to the list and click the three dots (…). Clicking on the dots will reveal the “Duplicate” icon. Selecting this button will initiate the duplication process.

2. Confirmation Process:

Once the “Duplicate” button is clicked, the list will be copied, and a new duplicate list will appear in the portal.

By clicking on the duplicate icon the selected list will be duplicated, and added to the list as “List name – Copy”.  [2]

After duplication the Admin can view the success message on the right side of the page. [2]

Bulk Duplicate Lists

1. List Selection:

The Admin should start by selecting the lists to be duplicated. This can be done by clicking on the checkboxes beside each list Module . [3]

2. Choosing Bulk Action:

After selecting the lists, the Admin needs to click on the bulk action checkbox. From the available options, select the “Duplicate” option.

By clicking on the duplicate icon the selected list will be duplicated, and added in a list as a “List name – Copy”. (e.g. Orders-Copy)[4]

After duplication the Admin can view the success message on the right side of the page. [4]

To preview a portal list, navigate to the list and click the three dots (…). Clicking on the dots will reveal the “Preview” icon. Selecting this button will open a preview window displaying the layout of the list. [1]

Note: The Admin cannot add or modify any content within the list during this preview, it is just a list layout. [2]

Admin can create a form for any module. By clicking on the “+ Create” button, a popup will appear where the Admin needs to insert the ‘Title’ of the form.

Click on the “Save” button to design the form page layout. This will redirect Admin to the Form layout design page. [1]

The Admin can create the portal user form for the customer portal. To create the form, the first Admin needs to create a form layout for that Admin can follow: Add Section > Add Grid > Add Fields.

Add Section: On the left side of the page, the Admin can view the sections and by clicking on the “+” icon the Admin can add a new section. Admin can edit the panel and update the “Panel Title”. After editing, click the Save button. as shown in the mentioned screenshot. [2]

Add Grid: After adding the section the Admin needs to select the grid, for that, the Admin needs to click on the “Add Grid” button as shown in the mentioned screenshot. [3]

By clicking on the button, the Admin can view the different grid options, by selecting the grid it will directly add to the selected section as shown in the below screenshot. [4]

Add fields: After adding the grid the Admin adds fields to the grid, This can be done in two ways:

1. Create New: The Admin can choose the Create New option to build a form from scratch.

2. Use Existing: The Admin can select the Use Existing option to utilize a form that has already been created in CRM. [5]

Note: The grid supports only one field per box. Admin should ensure the sections are designed accordingly.

After designing a layout, the Admin first needs to select the module from the drop-down list. [1]

Note: The Admin can only see modules that are synced with the portal. If the Admin cannot find the module in the list, they must first sync the “CRM module” to the “Portal module.”

Once the module is selected, the Admin can design the layout for the Add, Edit, and Detail pages of the new Form. [2]

There are two Copy options available: “Copy to Edit” and “Copy to Detail”. The Admin can copy the ‘Add’ form design to both the ‘Edit’ form and the ‘Detail’ form. [3]

Note: If the Admin is creating a Detail type form, the options “Copy to Add” and “Copy to Edit” will not be available.

After selecting the module, the Admin will see a list of fields enabled from CRM. The required fields can be dragged and dropped from the right side to the left side of the grid layout.

A search functionality is available for the Admin to find specific fields. [4]

To configure the fields, the Admin can perform the following actions:

Field Settings: By clicking on the Settings icon, the Admin can configure following settings 

Label: Define the field’s name visible to the portal user.

Placeholder: Insert text that appears inside the field before data entry.

Help Tip: Provide additional guidance or information about the field.

Default Value: Set an initial value that populates the field by default. [5]

Attributes Configuration: The Admin can also set the field attributes such as ReadOnly and Required:

Read Only: When this checkbox is enabled, portal users will not be able to enter data in the field.

Required: Enabling this option makes the field mandatory, ensuring that portal users must fill it out before proceeding. [6]

The Admin can enable filters globally for form fields by selecting the “Form Global Access” checkbox during configuration. [1]

Enabling Form Global Access ensures the data displayed in the form field is global, representing all data for the associated module. [1]

Example:

If Customer Form Global Access is enabled, the form field will display all customer data, regardless of any specific filters or restrictions.

This feature provides flexibility to access a comprehensive dataset for the selected module.

The Custom Form View allows you to customize how form fields display data in the Form Builder.

Steps to Configure

1. Enable the Feature

Go to the Field Configuration Settings for the form field.

Enable Custom Form View. [1]

2. Select Fields

In the Custom Form Settings, the Admin can view all modules enabled from the CRM for the specific field. This allows the Admin to select and configure targeted modules for the form field, ensuring personalized and relevant data display in the Form Builder.

Example:
If the Account module is enabled, the dropdown will display: [2]

Account Name (primary field, fixed at the top). [2]

Account Rating (additional field). [2]

Note:

The Account Name field is mandatory and is automatically selected as the primary field. Its position is fixed at the top of the field list.

3. Set Sequence

The Admin can configure these fields and their sequence for a customized form view. [3]

Arrange the fields in the desired order.

Example sequence:

1. Account Name

2. Account Rating

After completing the configuration, click on the “Save” button to apply changes to the front-end view.

Notes:

Field Limit: Maximum of 5 fields (1 primary + 4 additional).

Language Support: Field names appear in configured languages or default to English.

This setup simplifies form configurations, displaying only relevant fields in your preferred order.

The Admin can access ready-made ‘Form’ layouts that are configured from the CRM. By selecting the Use All option, the Admin will see all the available Form layouts (CRM module views) and will have the ability to edit the fields as needed. [1]

Once the Admin selects any ‘Form view’ from the Existing Forms drop-down, the fields of that specific form view, as configured in CRM, will be displayed. The Admin can select existing CRM fields for the Add, Edit, or Detail page, depending on the form type. [2]

The Admin removed any field by clicking on the ‘delete’ icon.

When editing a field, the Admin will have access to field-related options for display to portal users in the customer portal. [3]

Admin can hide specific fields from the form by selecting the “Hidden” Toggle button in the form builder. This hidden field will not be visible on the front-end form, but it will have a default value set through the field settings. [1]

For “Edit” type forms, this feature applies only if the field is empty or null; it will automatically set the default value without altering any previously entered data.

For Example:  the “Case Type” field might be hidden in the form, but it will still appear in the list view with the assigned default value.

A rating field allows portal users to provide a numerical rating or feedback for items like products, services, or content. 

This functionality can be applied to specific data types like Integer, BigInt, Decimal, and Double. 

The rating is visually represented through stars or thumb symbols. Admin can configure the rating fields into various components such as Form (Add, Edit, and Detail views), List, and Data Card widgets.

Note: CRMJetty’s default configuration supports a maximum of 5-star ratings, and this setup is not adjustable by the Admin .

Rating Fields Configuration

In the Form Builder, Admin can configure the rating field by selecting the “Enable Rating” option within the field settings. 

Icon Picker: Admin can choose between different icons (e.g., thumbs, stars) for the rating field using the icon picker.

Color Picker: Different colors can be selected for the icons, allowing customization of the rating field’s appearance.

Compatibility: Rating fields can be configured for Add, Edit, and Detail form types. 

Note: If the Barcode input feature is enabled, Admin cannot configure the rating feature. It can not be used simultaneously on the same field. 

Read-Only Setting: Admin can enable the “Read-Only” attribute to prevent portal users from modifying the rating field. This can be applied to both Add and Edit forms. [2]

Note: If this feature is enabled, the rating field will be disabled for front-end users, displaying only the default value or passing a null value if default is not set.

Front-End View for Rating Field:

On the front-end, portal users can interact with the rating field by assigning both whole and half-star ratings (e.g., 2, 4, 4.5, 1.5). 

The icon and color will appear as configured by the Admin , providing a user-friendly visual representation of the rating. [3]

Admin can enhance data entry efficiency by enabling barcode or QR input within relevant forms. This feature allows portal users to scan barcodes or QR codes, speeding up data collection and reducing manual input errors.

Form Builder Settings:

In the field settings within the Form Builder, Admin can enable the “Barcode/QR Code Input” option. This setting is applicable to fields with data types such as String, Integer, Decimal, and BigInt.

The barcode/QR code input feature can be configured for Add, Edit, and Detail form types. [1]

Enable Input Text:

If this checkbox is enabled, portal users can enter data manually in addition to scanning barcodes or QR codes. If disabled, the field will be read-only, accepting input only through scanning. [1]

Note: If the rating input feature is enabled, Admin cannot configure the Barcode/QR feature. It can not be used simultaneously on the same field. 

Front-End View for Barcode/QR:

When the barcode/QR code input is enabled, a camera icon will appear in the form field.

Portal users can click this icon to activate their device’s camera and scan barcodes or QR codes for efficient data input. [2]

Supported Barcode/QR Formats:

CRMJetty supports a variety of barcode and QR formats, including QR Code, AZTEC, CODE_39, CODE_93, CODE_128, ITF, EAN_13, EAN_8, PDF_417, UPC_A, UPC_E, DATA_MATRIX, MAXICODE, RSS_14, and RSS_EXPANDED.

This feature allows Admin to customize the visibility and behavior of fields based on certain conditions. 

Default Field Visibility

Visible: The field is displayed on the form by default.

Hidden: The field is not displayed on the form by default. [1]

Hide Field Based on Conditions

Admin can hide the fields based on the different conditions:

Conditional Field: Choose the field that will determine when the current field should be hidden.

Multi-Select Matching Category: Select categories for fields with multiple options, which will control the condition for hiding.

Conditional Field Option: Specify the value or option from the conditional field that will trigger the field to be hidden. [2]

For Example: Admin have a form with a field called “Discount Code” that Admin wants to show only when a checkbox “Special Offer” is checked.

Default Field Visibility: Set the “Discount Code” field to Hidden by default.

Conditional Field: “Special Offer” (the checkbox).

Multi-Select Matching Category: Not applicable here.

Conditional Field Option: Checked (when the checkbox is selected).

By configuring this the “Discount Code” field will only appear when the user selects the “Special Offer” checkbox.

In a form builder if the If field’s data type is a lookup then Workflow Setting will become visible.  Admin can only configure workflow for Add and Edit forms. [1]

By clicking ‘Workflow Setting’, the “Data Load” dropdown will appear, showing the workflows (with Data Load action type and target module of the field) created in the Workflow Management.

Admin can select the workflow according to the requirement. [2]

Admin can also add a new workflow by clicking on the “+” icon.

After selecting the workflow, click on the Save button.

Admin can enhance the user experience in the customer portal by configuring a progress bar for specific dropdown fields in any module form. This feature is applicable to dropdown-type fields such as Picklist, State, and Status.

1. Enable Progress Bar:

In the Field Configuration section, locate the “Show as Progress Bar” option and enable it to display the progress bar to portal users.

2. Configure Field Options:

Set the sequence of the available options for the selected dropdown field by dragging the options up or down to rearrange them. [1]

Note: The progress bar status reflects the “Advanced Field Management” settings, which control the field options visible to portal users.

Admin can display the form content of any module in a step-by-step manner in the customer portal by enabling the “Multi-Step Form” option. This feature allows portal users to navigate through the form in sections, making it easier to manage complex forms.

1. Enable Multi-Step Form: In the Form configuration panel under “Web Forms,” check the “Enable Multi-Step Form” option.

2. Configure Navigation Buttons:

Previous Button Label: Set the label for the button that allows users to navigate back to the previous section of the form.

Next Button Label: Set the label for the button that allows users to move to the next section of the form. [1]

3. Section Configuration:

The form will be divided into sections based on the configuration. Users will navigate through these sections step-by-step.

4. Edit Navigation Button Labels:

In the Edit form settings, customize the labels for the Previous and Next buttons to better fit the needs.

Once you setup multi step form configuration “Update or Publish” the form.

Note: The Multi-Step Form feature is available for Add/Edit type forms and can be used with both “Create New” and “Use Existing” CRM layouts. Once configured, the form can be placed in the Page Builder, and its multi-step navigation can be previewed.

This configuration allows the Admin to link data or records where one module(the parent) is associated with one or more other modules (the children). [1]

Note: The Parent-Child Link feature is only enabled in the Add Form Type. [1]

On the add from configuration, the Admin can view the parent-child link toggle button Admin needs to click on to activate the feature. After that Admin needs to configure the following details:

Child Module: Choose the module that will act as the child in the relationship.

Relationship Type: Select the type of relationship that defines how the parent and child modules will be connected.

Create Unique Records On: Identify the field that will ensure each record is unique.

Fields Display: The fields will be shown based on the selected relationship type.

Step-by-Step Example for Parent-Child Link:

Scenario: Suppose the Admin configuring a Customer Order Management System

Then Admin needs to configure the following fields:

Child Module: The Admin needs to select “Order Items” as the child module, which will be linked to the “Customer Order” parent module.

Relationship Type: The Admin chooses “Order (Customerid)”, indicating that each customer order can have multiple order items.

Create Unique Records On: The Admin identifies the “Order ID” field to ensure each order record is unique.

Fields Display: Based on the Order (Customerid) type, fields like “Item Name,” “Quantity,” and “Price” will be displayed for selection in the form.

The Admin can enable the “Payment Configuration” option to integrate payment processing directly within the form. This setup allows portal users to interact with payment-related fields within the form itself, facilitating easier management of transactions, viewing payment statuses, and performing payment actions without needing to leave the form page.

Note: The payment configuration feature is enabled for the Add -Edit -Detail Form Type.

Steps to Configure Payment Options:

To enable payment functionality for a specific modules form record, follow these steps: 

1. Enable Payment:

Enable the toggle button from the right side of the panel “Payment configuration” to activate payment options. [1]

2. Button Label:

Enter the text the Admin wants to display as a title of the field.

3. Set Amount Field:

The Admin should choose the field that represents the payment amount.

4. Set Conditional Field to Enable Pay Button:

The Admin must select the conditional field that will control when the Pay button gets enabled.

5. Set Conditional Field Value to Enable Pay Button:

The Admin needs to select the conditional value that will trigger the Pay button. Multiple values can be chosen if needed.

6. Transaction Log Settings:

The Admin should configure settings for syncing transaction data with the portal.

7. Select Transaction module:

The Admin must choose the module where transaction details will be stored.

8. Select Description Field:

The Admin should select the field to be used for a short description of the transaction.

9. Select Payment Module:

The Admin must pick the field from the transaction module that will serve as the payment module.

10. Select Payment Record:

The Admin should choose the field in the transaction module to be used as the payment record.

11. Select Payment Method:

The Admin needs to select the field that represents the payment method.

12. Set Amount Field:

The Admin should identify the field where the payment amount will be recorded.

13. Select Payment Transaction Log:

The Admin must choose the field that will act as the Payment Transaction Log.

14. Select Payment Status:

The Admin needs to select the field that will display the Payment Status.

Once all configurations are complete, the Admin should click the Save button at the end of the process. Finally, Publish the page to apply these changes in the customer portal.

The Admin can create or update the layout of the form view using the JavaScript Code Editor if there is any custom JS code. [1]

By clicking on the Code Editor, an editor will pop up where the Admin can edit or paste the JS code. Once the code is edited or pasted, the Admin should click the Apply button and publish the Form builder record. [2]

Additionally, the Admin can edit or paste JavaScript code to modify the UI and appearance to match preferences or align with the portal’s theme.

To preview the form, the Admin needs to either save the form as a draft or publish it. In both scenarios, the Admin can preview the form to see how it will appear on the front end. [1]

Note: In preview mode, the Admin cannot click on any fields; the preview only displays the layout of the form.

To edit a form, navigate to the portal forms list and click the three dots (…). This will show the Edit icon. Clicking the icon will redirect the Admin to the edit form page.

The Admin can update all the details and configurations. After updating the details, click the Update button. [2]

To delete a portal form, navigate to the portal form list and click the three dots (…). Clicking on the dots will reveal the Delete icon. Clicking on this will display a warning (pop-up) message.

Click the “Ok” button, and the form will be permanently deleted from the portal. [1]

Bulk Delete Forms

1. Form Selection:

To delete multiple forms, the Admin needs to select multiple forms using the checkboxes beside each form. [2]

2. Choosing Bulk Action:

After selecting the desired forms, click the bulk action checkbox, then choose the “Delete” option from the available actions. [3]

3. Confirm Deletion:

A confirmation pop-up will appear. To finalize and permanently delete the selected forms, click OK. To cancel the deletion, click Cancel. [3]

1. Drafting a Form:

To draft a portal form, navigate to the form list and click the three dots (…). Clicking on the dots will reveal the “Draft” icon. By clicking on this icon, the form will be saved as a draft, and the Admin can view the success message on the right side of the page. [1]

Note: Draft forms are disabled for the customer portal. To use these forms, the Admin must publish them.

2. Bulk Draft Forms:

The Admin should start by selecting the forms to be drafted. This can be done by clicking on the checkboxes beside each form module.

After selecting the forms, the Admin needs to click on the bulk action checkbox. From the available options, select the “Draft” option. [2]

By clicking on the draft option, the selected forms will be saved as drafts, and the Admin can view the success message on the right side of the page.

1. Publishing a Form:

To publish a portal form, navigate to the form list and click the three dots (…). Clicking on the dots will reveal the “Publish” icon. By clicking on this icon, the form will be published, and the Admin can view the success message on the right side of the page. [1]

2. Bulk Publish Forms:

The Admin should start by selecting the forms to be published. This can be done by clicking on the checkboxes beside each form module.

After selecting the forms, the Admin needs to click on the bulk action checkbox. From the available options, select the “Publish” option.

By clicking on the publish option, the selected forms will be published, and the Admin can view the success message on the right side of the page.

1. Duplicating a Form:

To duplicate a portal form, navigate to the form list and click the three dots (…). Clicking on the dots will reveal the “Duplicate” icon. Selecting this button will initiate the duplication process. [1]

Once the “Duplicate” button is clicked, the form will be copied, and a new duplicate form will appear in the portal. The duplicated form will be named “Form Name – Copy” (e.g., Add Orders-Copy). [2]

After duplication, the Admin can view a success message on the right side of the page.

2. Bulk Duplicate Forms

The Admin should start by selecting the forms to be duplicated. This can be done by clicking on the checkboxes beside each form module.

After selecting the forms, the Admin needs to click on the bulk action checkbox. From the available options, select the “Duplicate” option. [3]

The selected forms will be duplicated and added as “Form Name – Copy” (e.g., Add Orders-Copy). After duplication, the Admin can view a success message on the right side of the page. [4]

To preview a portal form, navigate to the formlist  and click the three dots (…). Clicking on the dots will reveal the “Preview” icon. Selecting this button will open a preview window displaying the layout of the form.

Note: The Admin cannot add or modify any content within the form during this preview; it is just a form layout.

From the listing page of the ‘Form’ builder records, all available languages will appear in the Language column.
Translated languages will be shown in dark-coloured buttons, while untranslated languages will appear in light-coloured buttons. [1]

Admin can translate the Form record by clicking on the light-coloured button. Once clicked, the Form builder record will automatically translate to the selected language. [2]

Admin can also translate the form layout records from the edit form page. At the top, the “Languages” option and enabled languages will be displayed.

Once the form layout record is translated from the listing page or the page layout edit page, it will take a few seconds to translate all the CRM content, such as text labels and messages. [3]

Multiple Form Translation

1. Translating Forms in Bulk:

Admin can translate multiple form layout records simultaneously by selecting multiple forms. [4]

2. Language Selection:

If multiple languages are enabled, a dropdown menu will appear, allowing the Admin to select one language for translation. [5]

3. Translation Report:

After translating the selected forms, a pop-up will appear on the screen, displaying the translation status of the records/forms. [6]

Note: Ensure that all fields are translated in Settings > Portal Settings > Language Settings to guarantee proper translation of the fields.

The admin can use the Sub-Grid widget to display forms in a sub-grid view by simply dragging and dropping the Sub-Grid widget onto the designated grid area. [1]

Sub-Grid Configuration

By clicking on the field Settings icon, the Sub-Grid Configuration panel will open up.

Label: Enter the label for the sub-grid section.

Select Module: Choose the module for which the sub-grid section will be created.

Select Relationship: Select the relationship (module) to associate with the chosen module form.

Select List View: Pick the list view to display for the selected relationship type in the sub-grid. [2]

Managing Sub-Grid Access

Admin can manage sub-grid access through Access Settings by enabling or disabling the options for creating, editing, and deleting records.

Allow Creating Records:

Button Label: Insert the label to display for creating records on the portal.

Select Form: Choose the form that will appear on the portal when creating records.

Select Record Type: All active record types related to the selected module will be available here. [3]

Note: If there are no record types in CRM, the Select Record Type field will not be visible.

Allow Editing Records:

Button Label: Insert the label to display for editing records on the portal.

Select Form: Choose the form that will appear on the portal when editing a record. [4]

Allow Detail Redirection:

Button Label: Insert the label to display for viewing record details on the portal.

Select Page: Choose the page to which users will be redirected when they click the “Detail” button. [5]

Allow Deleting Records:

Button Label: Insert the label to display for deleting records on the portal.

Submit Button Label: Insert the label for the submit button. [6]

Workflow and Access Configuration

Enable Workflow: This option activates workflows for the sub-grid section.

Data Loading Workflow: Includes workflows with data load actions and the selected module for the sub-grid.

Update Assign Rights Workflow: Contains workflows with Update Assigned Rights actions and the selected module for the sub-grid. [7]

Enable Global Access: Enable this feature to allow portal users to access global data. If unchecked, portal users will only access their records within the sub-grid. [8]

Note: If global access is enabled, users will have a filter option to show either “My Records” or “All Records.”

Enable reCAPTCHA: Activate reCAPTCHA for the sub-grid in the portal. [8]

Enable global and reCAPTCHA [8]

Note: The sub-grid option is only available for edit and detail form types.

Example: In the Project form, users will see a “Project Tasks” section where they can view, add, edit, or delete tasks associated with the project. If Global Access is enabled, a filter option appears, allowing users to toggle between “My Tasks” and “All Tasks”. This configuration ensures that users can manage related tasks directly within the context of the project they’re working on, making it easier to keep track of project progress.

Front-side view subgrid:

The Subgrid Form View provides a streamlined, interactive interface, displaying associated records or related modules in a table format within the main module form. This subgrid view enables users to quickly access, review, and manage linked data without navigating away from the main form.

Admin can use the Text widget to add and customize text content within any form layout. This widget allows Admin to insert and design text with various settings to enhance the appearance and functionality of the portal pages.  

Steps to Configure the Text Widget:

1. Adding the Text Widget:

Simply drag and drop the Text widget onto the designated grid area.

2. Configuring the Text:

After placing the widget, click on the Settings icon to open the Text Configuration panel.

Text Content:Insert the desired text that should appear in this section.

Styling Options: Admin can apply various styling options to the text, such as font size, color, alignment, and formatting (bold, italic, underline).

Advanced Options: Admin may also have options to add hyperlinks, bullet points, or numbered lists to structure the content effectively. [2]

Example:  If Admin creates an “About Us” page, Admin can use the Text widget to add a detailed company description. By using the settings, Admin can make certain parts of the text bold to highlight key points, adjust the font size for readability, and align the text to center it on the page.

Front view text widget

The Text Widget front-side view is a flexible, content-rich widget designed to present text-based information attractively and accessibly. This widget can be used for announcements, descriptions, updates, or any textual content within a webpage or portal. [3]

To initiate the creation of a new page, follow these steps:

Page Title: Enter a descriptive and relevant title for the page. [1]

Page URL Slug: Enter the URL slug determines the page’s address and should be unique and descriptive. Example: portal-dashboard [1]

Page Access: Admin can create a page in two ways: 

1. Authenticate: Select this option if the page should be accessible only to users who have logged in. [1]

2. Public: Choose this option if the page should be visible to everyone without requiring a login. [1]

Page Layout: Admin can choose from different layouts which is mentioned below:

Default Layout: Select this to use the standard layout configuration.

1 Column, Header, Footer: This layout includes a single column, with a header and footer. Ideal for simple page designs. [1]

Left Sidebar, Header, Footer: This layout features a left sidebar along with a header and footer, useful for pages that require additional navigation or content sections. [1]

Right Sidebar, Header, Footer: Similar to the left sidebar layout, but with the sidebar positioned on the right side. [1]

Select Template: Alternatively, the Admin can choose from pre-designed templates that offer predefined layouts and styling options. [1]

Admin can quickly create a page by utilizing pre-designed templates. This method ensures consistency and saves time. To create a page using template Admin needs to follow the below steps:

Step 1: Select a Template

The First Admin needs to select the template from the drop-down. After choosing a template, click the “Next” button to proceed to the pre-designed page layout. [1]

Step 2: Customize the Page Layout

If modifications are needed, the Admin can edit the page layout, adjusting sections, widgets, and other elements to meet specific requirements.

Once finalized, the page Admin either “save as template” or directly publish the page by clicking on the “publish” button. [1]

Step 3: Save and Manage Templates

If the Admin saves the page as template then Admin can view the new template in the ‘Templates’ section, where it will be listed as a new record. [1]

Note: If Admin saves a designed page as a template with a name that already exists, the new template will be saved with the same name followed by a ‘copy’ suffix. (eg: page – copy)

After setting up the page, Admin can create a page layout for the customer portal by following these steps:

1. Add Section: On the left side of the page, click the “+” icon to add a new section.

Edit Panel: Update the “Panel Title” as needed and click the Save button to apply the changes.

2. Add Grid: After adding a section, click the “Add Grid” button.

Grid Options: A selection of grid options will be displayed. Choose a grid layout to add to the selected section. [2]

3. Add widget: After adding the grid, the Admin can enhance the page by adding widgets. There are two categories of widgets available: [3]

Admin can create or update the layout of the Page view using the JavaScript Code Editor for custom JS code.

To access the editor, click on the Code Editor button. This will open a popup where the Admin can edit or paste JavaScript code. After making the desired changes, click the Save button, and then publish the Page. [2]

Additionally, the Admin can edit or paste JavaScript code to modify the UI and appearance to match preferences or align with the portal’s theme.

Admin can further customize page sections and widgets by adding custom HTML IDs and Classes. [1]

To begin customization, locate the ‘Settings’ icon at the top right corner of the section, next to the delete icon. Clicking on this icon opens the “Section Configuration” panel on the right side of the screen. [1]

Within the panel, two controls are available:

HTML Class: Add multiple classes separated by commas (,). These classes can be applied to multiple elements, allowing for repeated usage on a single page. [1]

HTML ID: Add a unique ID for the section. The ID will automatically be prefixed with “custom-”. An ID is unique and can only be applied to one element on a page. [1]

Card View: Enable the “Card View” option if you prefer the banner to be displayed as a card, providing a structured and compact appearance. [1]

Important Notes:

Ensure that classes and IDs are added without spaces. If special characters are needed, use only hyphens (-) or underscores (_).

After clicking the Save button, the custom HTML Class and ID will be saved.

Admin can apply these custom classes and IDs in JavaScript to further customize the page sections.

From the listing page of the ‘Page’ builder records, all available languages will appear in the Language column.

Translated languages will be shown in dark-coloured buttons, while untranslated languages will appear in light-coloured buttons.

Admin can translate the Page record by clicking on the light-coloured button. Once clicked, the Page builder record will automatically translate to the selected language. [2]

Admin can also translate the page layout records from the edit page. At the top, the “Languages” option and enabled languages will be displayed. [3]

Once the page layout record is translated from the listing page or the page layout edit page, it will take a few seconds to translate all the CRM content, such as text labels and messages.

Multiple Page Translation

1. Translating Pages in Bulk:

Admin can translate multiple page layout records simultaneously by selecting multiple pages. [4]

2. Language Selection:

If multiple languages are enabled, a dropdown menu will appear, allowing the Admin to select one language for translation. [5]

3. Translation Report:

After translating the selected pages, a pop-up will appear on the screen, displaying the translation status of the records/pages. 

Note: Ensure that all fields are translated in Settings > Portal Settings > Language Settings to guarantee proper translation of the fields.

To edit a page, navigate to the portal pages list and click the three dots (…). This will show the Edit icon. Clicking the icon will redirect the Admin to the edit page. [1]

The Admin can update all the details and configurations. After updating, click the “Update” button. [2]

To delete a portal page, navigate to the page list and click the three dots (…). Clicking on the dots will reveal the Delete icon. Clicking this will display a warning pop-up message.

Click the OK button to permanently delete the page from the portal. [1]

Bulk Delete Pages

The Admin should start by selecting the pages for deletion. This can be done by clicking the checkboxes beside each page.

After selecting the pages, the Admin needs to click on the bulk action checkbox. From the available options, select the “Delete” option. [2]

A confirmation pop-up will appear after selecting the “Delete” option. To finalize and permanently remove the selected pages, click the “OK” button. If deletion is not required, click the Cancel button to exit the process. [3]

To draft a portal page, navigate to the page list and click the three dots (…). Clicking on the dots will reveal the “Draft” icon. By clicking this icon, the page will be saved as a draft, and the Admin will see a success message on the right side of the page. [1]

Note: Draft pages are disabled for the customer portal. To use these pages, the Admin must publish them.

Bulk Draft Pages:

The Admin should start by selecting the pages to be drafted. This can be done by clicking the checkboxes beside each page module .

After selecting the pages, click on the bulk action checkbox. From the available options, select the “Draft” option. [2]

By clicking on the draft option, the selected pages will be saved as drafts, and the Admin will see a success message on the right side of the page. 

Note: When drafting pages in bulk, Admin ensures that only the published pages are selected.

To publish a portal page, navigate to the page list and click the three dots (…). Clicking on the dots will reveal the “Publish” icon. By clicking this icon, the page will be published, and the Admin will see a success message on the right side of the page. [1]

Bulk Publish Pages:

The Admin should start by selecting the pages to be published. This can be done by clicking the checkboxes beside each page module .

After selecting the pages, click on the bulk action checkbox. From the available options, select the “Publish” option. [2]

By clicking on the publish option, the selected pages will be published, and the Admin will see a success message on the right side of the page.

To duplicate a portal page, navigate to the page list and click the three dots (…). Clicking on the dots will reveal the “Duplicate” icon. Selecting this button will initiate the duplication process. [1]

Once the “Duplicate” button is clicked, the page will be copied, and a new duplicate page will appear in the portal. The duplicated page will be named “Page Name – Copy” (e.g.,Orders-Copy). [2]

After duplication, the Admin will see a success message on the right side of the page.

Bulk Duplicate Pages:

The Admin should start by selecting the pages to be duplicated. This can be done by clicking the checkboxes beside each page module .

After selecting the pages, click on the bulk action checkbox. From the available options, select the “Duplicate” option. [3]

The selected pages will be duplicated and added as “Page Name – Copy” (e.g., Orders-Copy). After duplication, the Admin will see a success message on the right side of the page. [4]

To preview a portal page, navigate to the page list and click the three dots (…). Clicking on the dots will reveal the “Preview” icon. Selecting this button will open a preview window displaying the layout of the page.

Note: The Admin cannot add or modify any content within the page during this preview; it is just a view of the page layout.

Admin can create a page banner aligned with the organization’s theme by using the Banner widget within CRMJetty.

Add Banner Widget:

To add a Banner, click on the ‘Banner’ widget, then select the desired “Add Widgets” section in the page layout where you want to place it. This action will insert the widget into the layout. [1]

Banner widget [1]

Configure the Banner: Click on the ‘Settings’ icon of the Banner widget to open its configuration panel. [2]

Banner Configuration:

General Configuration

Select Template: Admin Choose from three available templates to determine the layout of banner: [3]

Only Content

Content (left) & Image (right)

Image (left) & Content (right)

Header

Banner’s Header: 

Text: Input the text to be displayed as the header.

Color: Use the custom color picker to choose the desired color for the header text.

Banner’s Subheader:

Text: Input the text to be displayed as a subheader.

Color: Choose the color for the subheader text using the custom color picker.

Enable Button: [4]

Label: Set the text label that will appear on the button.

Label Color: Choose the color for the button label using the custom color picker.

Background Color: Set the background color for the button.

Border Color: Choose a color for the button’s border.

Border Radius: Specify the border radius in pixels to create rounded corners for the button.

Redirect to:

Page: Redirect users to a specific portal page when they click the banner button.

URL: Input a URL to navigate users to an external site. 

Background of Banner: Select the background type for banner: (Color – Image – Video) [5]

Color: Choose between Solid or Gradient options.

Solid: Select a single color.

Gradient: Choose a primary and secondary color, and set the gradient degree (0 to 360).

Image: Upload an image to serve as the background.

Video:

Upload: Upload a local video file (max 2MB, formats: MP4, M4V, MPG, WMV, MOV).

External Link: Input a URL for an external video.

Banner Height (px): Specify the height of the banner in pixels.

Banner Settings [5]

HTML Class: Assign a custom HTML class to the banner for additional styling or scripting.

HTML ID: Set a unique HTML ID for the banner, useful for targeting specific elements with CSS or JavaScript.

Custom: Use the (custom-) field to add any specific attributes or classes that are unique to an organization’s needs.

Card View: Enable the “Card View” option if Admin prefers the banner to be displayed as a card, providing a structured and compact appearance.

After configuring the banner, click the “Save” button to apply settings. Publish the page to make banners live on the customer portal.

Admin can also delete a widget by clicking on the ‘Delete Icon’, as highlighted in the screenshot. [6]

Front View Banner

The Front View Banner displays a prominent image or message at the top of the page, creating a visually engaging entry point for users. It can include text, buttons, and other elements to highlight key information. [7]

Admin can use the Breadcrumb widget to show a clear navigation path for portal users. This widget helps users easily track their location within the portal, enhancing their navigation experience. (eg. Design > Page Builder > Edit) [1]

To provide navigation, click on  the ‘Breadcrumb’ widget. “Add widgets” section of page layout, then publish the page to make the breadcrumb live on the customer portal.

Front view Breadcrumb

The Front View Breadcrumb provides a navigational trail at the top of the page, helping users understand their current location within the site hierarchy and easily return to previous pages.

Admin can use the Button Widget to customize actions like redirecting users to other pages or external links, with options to adjust the label, alignment, URL type, and more.

Add the Button Widget:

Click on the button widget, and it will directly add onto the grid. [1]

 Click on the ‘Settings’ icon of the button widget to open its configuration panel.

Button Configuration:

Label: Enter the text that will appear on the button.

Help Tip: Provide a brief description to help portal users understand the button’s action.

Open in a New Tab: Check this box to have the button open the linked page in a new tab. If left unchecked, the page will open in the same tab.

Select Alignment: Admin choose the alignment of the button on the page left, center, or right. [2]

Button Setting [2]

Select URL Type: Choose the URL for the button’s action. There are two types of URLs available: [3]

Internal: Select a page that is created within the Page Builder of the portal.

External: Manually enter or Copy/Paste an external URL to direct portal users to a different website.

Button Settings: [3]

HTML Class: Add custom CSS classes for styling. Multiple classes can be added, separated by commas.

HTML ID: Assign a unique ID to the button. This ID will be prefixed with “custom-”.

Card View: Admin chooses whether to display the button in a card view layout.

After configuring the button, click the “Save” button to apply settings. Publish the page to make buttons live on the customer portal.

Admin can also delete a widget by clicking on the ‘Delete Icon’, as highlighted in the screenshot.

Front-view button Widget

The Front View Button serves as a clickable element on the page, guiding users to take specific actions like submitting a form, navigating to another page, or opening a link. It can be customized for style and purpose to enhance user engagement. [4]

A Content Slider is a widget that allows Admin to display multiple pieces of content, like images or text, in a sliding format on a web page. Admin use it to showcase key information or products in an engaging and interactive way.

Add the Content Slider Widget:

Admin click on the Content Slider widget and it will be directly added to the grid.

Click on the ‘Settings’ icon of the Content Slider widget to open its configuration panel. [1]

Content Slider Widget Configuration:

General Configuration

Slider Title: The title that will appear at the top of the content slider.

Select Slider Template: Choose a predefined template to determine the layout and design of the slider.

Configure Slides

Content Slides: Add and manage slides for the content slider. [3]

[+ Add Slide]: Click to create a new slide. [3]

Text: Enter the text for the slide.

Color: Choose the text color (e.g., #000000).

Background Color: Select the background color for the slide: [3]

Solid: Choose a single background color (e.g., #ffffff).

Gradient: Select primary and secondary colors for a gradient background.

After configuring the slider setting click on the “Save” button.

Enable Auto Slider: Automatically rotate through the slides without user interaction, based on a set timer. [3]

Navigation

Arrow: Display navigation arrows on the slider, allowing users to manually move between slides. [4]

Pagination: Enable pagination indicators, typically dots or numbers, showing the user which slide they are on.  [4]

Content Slider Settings

HTML Class: Apply custom CSS classes to the slider for additional styling.  [4]

HTML ID: Assign a unique ID to the slider for specific targeting in custom code,  prefixed with “custom-“.  [4]

Card View: Choose to display the content slider within a card-style layout, affecting its appearance.  [4]

Admin should click “Save” to apply the settings, then publish the page to make the content slider live on the customer portal.

Admin can also delete a widget by clicking on the ‘Delete Icon’, as highlighted in the screenshot. [5]

Front side view Content slider:

The Front View Content Slider displays rotating content, such as images or text, in a sliding format to highlight featured information. It enhances visual appeal and engagement by allowing users to scroll through various sections without leaving the page.

The Forgot Password widget allows Admin to provide functionality for resetting passwords for registered users. The widget includes the following configuration options:

Add the Forgot Password Widget:

Admin click on  the Forgot Password widget and it will directly add to  the grid.

 Click on the ‘Settings’ icon of the forgot password widget to open its configuration panel. [1]

Forgot Password Widget Configurations

General Configurations [2]

Title: Set the label for the forgot password section (e.g., “Forgot Password”).

Forgot Password Button Text: Enter the text for the button that sends the password reset link (e.g., “Send Reset Password Link”).

Enable reCAPTCHA: Toggle to activate reCAPTCHA for spam protection. The type (V2 or V3) is determined by the configuration in Settings > Portal Settings > Site Management > reCAPTCHA.

Forgot Password Settings [2]

HTML Class: Assign a custom HTML class for additional styling or scripting needs.

HTML ID: Set a unique HTML ID, typically starting with “custom-,” for specific targeting with CSS or JavaScript.

Card View: Optionally enable the Card View to display the Forgot Password section as a structured card layout.

Admin should click “Save” to apply the settings, then publish the page to make the forgot password widget live on the customer portal.

Admin can also delete a widget by clicking on the ‘Delete Icon’, as highlighted in the screenshot.

Front view forgot password:

The Front View Forgot Password feature provides users with an option to reset their password. When clicked, it initiates a secure process to help users regain access to their account by sending a password reset link to their registered email. [4]

The Forgot Username Widget helps users recover their forgotten usernames by sending it to their registered email. Admin can customize the title, button text, and enable reCAPTCHA for spam protection.

Add the Forgot Username Widget:

Admin click on  the Forgot username widget and it will directly add to the grid.

 Click on the ‘Settings’ icon of the forgot username widget to open its configuration panel. [1]

Forgot Username Configuration:

General Configurations

Title: Set the label for the Forgot Username feature.

Forgot Username Button Text: Customize the label on the button (e.g., “Send Username”).

Enable reCAPTCHA: Activate reCAPTCHA to prevent spam, based on the settings configured in “Portal General Settings.”

Forgot Username Settings

HTML Class: Add custom CSS classes to style the widget.

HTML ID: Assign a unique ID to the widget, prefixed with “custom-.”

Card View: Display the Forgot Username widget in a card-style layout.

Admin should click “Save” to apply the settings, then publish the page to make the forgot username widget live on the customer portal. [2]

Admin can also delete a widget by clicking on the ‘Delete Icon’, as highlighted in the screenshot. [3]

Front view Forgot Username:

The Front View Forgot Username feature assists users who have forgotten their username. By clicking this option, users can receive their username via their registered email, ensuring quick and secure access recovery. [4]