Introduction

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.

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]

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.

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

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.

– 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.[1]

– 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

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]

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.

Google Auth: 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.

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 following details:

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

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

– SMTP Host: Enter the host address of an email.

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

– Username: Enter the app username/email.

– Password: Enter the password of the email/username entered above.

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 or not.

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

Note: 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.

After setting up the SMTP configuration, the Admin must configure Business Central authentication to connect Business central data with the Portal.

To do this the Admin should navigate to Settings > Portal Setting > Business Central Authentication. [1]

To access the Business Central authentication screen, the user must validate their id Table through the OTP verification process.

OTP Verification: On the Business Central authentication page Admin will see an OTP verification screen.  The Admin needs to enter the OTP received on the registered email ID. [2]

Note: Only super Admin receives the OTP, on their registered mail Id.

Once the verification process is complete then the Admin needs to configure the CRM authentication by  entering the  following details:[3]

– Environment: Admin can select the two types of Environment.

– Live: the production environment where real-time data and transactions occur.

– Sandbox: A testing environment for developing and testing applications without affecting live data.

– Client ID: Enter the Client identification number.

-Client Secret: Enter the secret key for client authentication.

– Tenant ID: Enter the tenant ID number.

After entering the required details, click on the “Save” button to complete the Business Central Authentication process.

Test connection: By clicking on the “Test Connection” button the portal verifies whether the entered credentials are correct or not. [4]

Connection Status:

Connected: If the connection is successful, then the Admin can see the success token message on the right side of the page.

Not connected: If the connection is unsuccessful, the Admin should verify all the details – such as the service URL, App ID and Client Secret – are entered correctly. If the issue persists, the Admin should contact the Business Central authorized person for further assistance.

The Super Admin can assign multiple roles to sub-Admin , 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 Admin and sub-Admin 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:

– Role Name: Enter a unique name for the sub-Admin role.

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

– Description: Provide a brief description of the sub-Admin role for future reference. [3]

– Permissions: Select the checkbox next to each  Table to set the permissions for  View, Add, Edit and Delete actions. The sub-Admin access to specific Tables will be determined by these permissions. [4]

Note: Sub-Admin users can only access the Tables that the super Admin has allowed.

Edit Admin Role:

To edit an Admin role, navigate to the Admin role list and click the three dots (…). This will reveal the Edit icon. Clicking the icon will redirect the Admin to the edit role page. [5]

On the Edit page, the Admin can modify the role’s name, status, description, and permissions as needed. [6]

After making the changes, click the “Save” button to apply the updates.

Delete Admin Role:

To delete an Admin role, go to the Admin role list and click the three dots (…). Click the delete icon, and a pop-up will appear. [7]

In the pop-up, click the “OK” button to permanently delete the role from the portal, or click the “Cancel” button to keep the role.[8]

The Super Admin can add multiple sub-Admin users for different responsibilities. To do so navigate to Settings > User Setting > Admin Users Setup. [1]

Note:. This setup applies only to the Admin portal. Super Admin and sub-Admin 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

       Email ID

                 Last login information

The Super Admin can assign different roles  to various sub-Admin users. To add a new sub Admin follow these steps:

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

– Enter User Details:  By entering the following details super Admin can configure 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: Select a role for the sub-Admin from the drop-down menu. [4]

– Note:  The super Admin can create roles from the “Admin Roles” panel, and any roles created there will appear in the Roles drop-down. By default, the ‘Admin‘ and ‘Sub-Admin‘ roles are available.

– Note: Sub-Admin users who have rights to add a new user can only add users. Sub-Admin with the rights to add new users can only add users and cannot modify their own permissions.

Edit Sub-Admin User

– To update a sub Admin ’s details, click the three dots (…) in the card view, click on the “Edit” icon to be redirected to the edit page. [5]

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

Note: The Super Admin cannot modify the sub-Admin’s email address during editing

– The Portal Sync feature ensures that the CRMJetty Admin portal stays updated with the latest data from the Admin Business Central system. This means that whenever the Admin updates Tables or modifies specific data within the Business Central, it’s essential to synchronize with the portal to maintain data consistency.

– Admin can perform synchronization using options like Table Level Sync for syncing Business Central data at a Table level, or Portal-Level Table Sync to synchronize specific portal Tables. They also have the flexibility to Sync All Tables at once or Sync Specific Tables based on their requirements.

– To synchronize the Business Central data, the Admin should navigate to Settings > Portal Settings > Portal Sync. [1]

Portal Sync Options:

– On the Portal Sync page, the Admin has access to three key synchronization options:

– Table Level Sync

– Portal-level  Table Sync

– Sync All Tables

– Sync Specific Tables

– If Admin have made any changes at the table level from Business Central

– The Admin should use this “Table level Sync” option if the Admin modifies the structure or any Tables (like currency or Country/region, etc.) in the Business Central system.

– If the Admin performs such operations as adding new fields, modifying existing ones, or even deleting fields. So the Admin needs to use this Table sync option.

– The Admin can perform the Table level sync by clicking on the “Business Central Sync” button that is shown in the screenshot. [2]

– Once the Table syncs successfully, the Admin can view the success toggle message on the right side of the page.

– This  feature allows Admin to update portal data based on changes made at the table level in the Business Central system. When Tables or specific fields are modified within the Business Central, Admin needs to synchronize those updates to the portal using this feature.

– There are two synchronization options available: [3]

Sync All Tables

– This option allows Admin to sync all Table-level data to the CRMJetty portal in one action, ensuring that all Tables are updated simultaneously.

– To perform this sync, select the Sync All Table  radio button and click the Business Central Sync button. [3]

Sync Specific Tables

– Instead of syncing all tables, Admin can choose to sync specific Tables (e.g., currency or Country/region). This is useful when changes are limited to one or a few tables, allowing for targeted updates without affecting other data.

– To perform this sync, select the Sync Specific table radio button.

– A Select Table to Sync dropdown will appear. Choose the specific Table to update, and then click the Business Central Sync button. [4]

– Note: The synchronization process may take a few minutes. Please avoid logging out or making changes in the Business Central system during this time.

– Admin can customize the theme colors, font style, and font colors by navigating to Settings > Portal Setting >  Admin Theme Customize Theme Elements: [1]

Customize Theme 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 throughout the portal. [2]

– Color Customization:

-Theme Background Color:Choose a background color for the overall body of the portal.

– Foreground Color: Select a background color for content areas.

– Primary Color: Choose a primary color used throughout the portal, including text and icons.

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

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

– Click the Save button to apply the theme and font updates. To revert to the default theme settings, click the Default Theme button.[3]

– Admin can customize the portal’s name, logo, and favicon through the General Settings. To do this, navigate to Settings > Portal Settings > General Settings. [1]

– Admin can set the Admin portal by entering the following details:

– Portal Name: Enter the name of the Admin portal.

– Portal Admin Language: Set the Admin portal language. This language will be used across the portal.

– Portal Logo : Upload a logo that will be displayed in the top left corner of the Admin interface.

– Portal Favicon: Upload a favicon that will be shown in the browser tab for the Admin interface.[2]

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

– Click the Save button to apply the theme and font updates. To revert to the default theme settings, click the Default Theme button.[3]

– The CRMJetty portal allows the Admin to manage various email templates for different actions . To configure these templates, the Admin should navigate to Settings > Portal Setting > Email Templates. [1]

  Viewing and Managing Email Templates

– CRMJetty portal provides 11 types of email action templates as follows:

– Customer Approve: Notifies Customer your portal access is approved.

– Vendor Approve: Notifies Vendor your portal access is approved.

– Customer Confirm Email: Send email confirmation link to customer.

– Vendor Confirm Email: Send email confirmation link to vendor.

– Customer Registration: Send set password link to customer.

– Vendor Registration: Send set password link to vendor.

– Admin Registration: Send the set password to the admin user.

– Forgot Password : Send the reset password link to the user.

– Portal Login OTP : Send portal login OTP to the user.

– Forgot User Name: Helps the user to recover their username via email.

Create New Template :

– To add a new template:

– Click the Create button to open the Create Email Template page. The Admin can add multiple templates for a single action. [3]

– Fill in the required details:[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.

– 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 Customer User” then the Admin is required to add the following parameters. [4]

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

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

– Note:   Ensure all mandatory parameters are included in the template for each action.

– After completing the template, click Save. A pop-up message will appear: “Old email will be inactive once the Admin activates this template.” Click OK to activate the new template, which will deactivate the previous one. [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.

Editing an Email Template :

– Admin can modify default email templates by:

– Clicking the three dots (…) next to the template on the listing page.

– Selecting Edit to open the Edit Template page. [6]

– Editing the Name, Action, Subject, and Description fields as needed. [7]

– Note: The email action type and status cannot be edited.

Deleting an Email Template :

– To delete an email template:

– Select the email template listing page.

– Click Delete action from dropdown. A warning pop-up will appear. [8]

– Click OK to permanently delete the template, or Cancel to keep it. [9]

– Note: Only active templates can be deleted from the portal.

– The Admin can design a “Form” and “List” for the portal users(Vendor and Customer) 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]

– First select the user type from “Select User Type”. Both vendor and customer have different roles and permission.[2]

– 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. [3]

– 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. [4]

– 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. [5]

– 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. [6]

– 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. [7]

– 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. [8]

– 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 “Save & Preview” button. [9]

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. [10] [11]

– Admin can set permissions that determine what actions portal users(Vendor & Customer) 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]

– 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. [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.

– Role Type : Select the role type “Vendor” or “Customer”.

– Description: Provide a short description for the role.

table Permissions:

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

– Table: Admin can view the Business Central portal tables names.

– View: By clicking on the “View” checkbox Admin allowed the portal user to view this particular table.

– Relationship Type: The Admin can set the relationship type for the portal user.

– 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 Logs: Click the checkbox to record the logs for the following permission.[4]

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. [5]

– 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 (…).  [6]

– 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. [7]

– 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. [8]

– 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). [9]

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. [10]

– 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”. [11]

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

– To manage the portal users the admin will navigate to Settings > User Setting >  Portal User Customer. [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 Business Central.

– 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, the created contact will receive an email with the verification link. [4]

Bulk Update

– 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

– 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.

– Use the Bulk Action drop-down menu to select “Enable” for the contacts. This can include both newly added contacts and those previously disabled.[7]

– 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

– 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

– 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]

– Open the Assign New Role popup.

– Choose the new role the admin wishes to assign.

– Click “Save” to assign a role for the selected contact. [11]

– 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.” [12]

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

– Assign New Sites: If the admin needs to assign new sites or multi-sites to customer users, the admin can use the “Assign New Site” option.

– Select the Customer user that needs to assign new sites.

– Select the assign new site option from the bulk action dropdown.[13]

– A dropdown list appears in the Assigned Sites column.

– Select the site and click on Save button. Admin can assign multiple sites to a single user. [14]

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 also delete users from the bulk action dropdown.

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

– To manage the portal users the admin will navigate to Settings > User Setting >  Portal User Vendor. [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 Business Central.

– 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, the created contact will receive an email with the verification link. [4]

Bulk Update

– 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

– 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.

– Use the Bulk Action drop-down menu to select “Enable” for the contacts. This can include both newly added contacts and those previously disabled.[7]

– 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

– 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

– 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]

– Open the Assign New Role popup.

– Choose the new role the admin wishes to assign.

– Click “Save” to assign a role for the selected contact. [11]

– 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.” [12]

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

– Assign New Sites: If the admin needs to assign new sites or multi-sites to Vendor users, the admin can use the “Assign New Site” option.

– Select the Vendor user that needs to assign new sites.

– Select the assign new site option from the bulk action dropdown.[13]

– A dropdown list appears in the Assigned Sites column.

– Select the site and click on Save button. Admin can assign multiple sites to a single user. [14]

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 also delete users from the bulk action dropdown.

– The User Activity Management feature allows the admin to track, audit, and manage all portal user actions, including logins and logouts, document views, edits, creations, and deletions, through a centralized admin panel. Each activity is logged with timestamps, user IDs, and action types, ensuring accountability, security, and regulatory compliance. The admin can monitor all user actions from a single, fully searchable module, providing quick insights and easy reporting.

– To manage activities navigate to Settings > User Settings > Portal User Activity Management[1].

– All user activities are displayed in a list view. The columns include:

– Activity Type – The action performed by the user.

– Page Name – The page where the activity was performed.

– Table Name – The table accessed by the user.

– Record Name – The name of the record involved in the activity.

– Widget Record – The widget that the user added, removed, or updated.

– Timestamp – The date and time when the activity was performed.

– Performed By – The name of the user who performed the activity.[2]

– Admin can filter user activities using advanced filter options. Filters are available for Activity Type, Table Name, and Date Range.

– Click Apply to apply the selected filters.

– Click Reset to clear the filters activities. [3]

Delete:

– To delete a record, click the three dots (…) beside the Performed By column, and then select the Delete icon.[4]

– To delete a record, click the three dots (…) beside the Performed By column, and select the Delete icon. In the confirmation pop-up, click OK to delete or Cancel to abort the operation.[5]

– To delete multiple activities, select the rows and choose Delete from the Bulk Operation dropdown menu. A confirmation pop-up will appear click OK to confirm deletion or Cancel to abort the operation.[6]

– Admin can create and configure multiple sites for the current portal instance. To manage sites, navigate to Settings > Portal Settings > Site Management.[1]

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

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

– 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.

– Select Company: Select the company to link the portal site.

– Domain: Enter the name of the Domain

– 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).

– Enable User Activity logging : Enable this to log user actions like logging, page visit and form submission.

– 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.[1]

General Settings

– Enable reCAPTCHA: Check the box to enable reCAPTCHA.

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

reCAPTCHA V2

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

– Secret Key: Used for secure, server-side validation to verify a user’s interaction with a portal.

– 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 secure, server-side validation to verify a user’s interaction with a portal.

– 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 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 Password Update Date 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:

– User registration via the Register Widget.

– User login via the Login Widget.

– When a user sets a new password.

– During the Forgot Password process.

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

– User Account Profile updates.

– If  “Never Expire” is Not Selected:

– The portal enforces password expiration through the following procedures:

– Registration via Register Widget:

a. Upon registration, Password Update Date is set to the current date (UTC).

–  Login via Login Widget:

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

– Case 2: If Password Update Date is not null, the system decrypts and compares it with the configured password expiry duration.

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

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

– Forgot Password Procedure:

– The process follows the same flow as Case 1 and Case 2 mentioned above, ensuring Password Update Date is appropriately set or updated after the password reset.

– Profile Widget Password Update:

– After a user successfully updates their password through the Profile Widget, Password Update Date 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.

– 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.

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

– Microsoft Idtable: Link Admin Microsoft Idtable account for authentication purposes.

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

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

– Admin can customize the site theme according to their requirements.

– Font Customization:

– Base Font Family: Select the font family for general text.

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

– Color Customization:

– Theme Background Color: Select the overall background color of the theme.

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

– Primary Color: Select the color for primary buttons, links, and accents.

– Base Font Color: Select the color for general text content.

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

– Menu Customization:

– Menu Background Color: Select the background color for the menu.

– Menu Text Color: Select the color of the text in the menu.

– Menu Hover Color: Select 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: Select the font weight for menu items (e.g., normal, bold).

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

– Submenu Customization:

– Submenu Background Color: Select the background color for the submenus.

– Submenu Text Color: Select  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: Select 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]

– 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:

– Open the Payment Settings.

– Choose a payment account from the dropdown menu.

– Click the Save button to apply the selected account.

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

– Enable the creation and configuration of multiple branded sites under one portal platform—each with independent content, domain, and access rules. Ideal for managing different partners, regions, or business units from a single centralized admin panel.

– The admin can switch between all associated sites using the dropdown menu in the top-left corner.[1]

– Select the preferred site from the dropdown menu and click on it to switch. When the admin switches between sites, the portal loads the corresponding data accordingly. [2]

– The CRMJetty allows the Admin to  add rules and set conditions to display specific table data in the front portal or control portal users’ access to certain table 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, Table, 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. Admin can multi-select roles.

– Table: Select the table to which the conditions will apply.(e.g. Currency, Customer)

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

Action Types:

– Load Data: This action allows the Admin  to filter and display only specific table data in the customer/vendor 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]

– 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 condition rules, the Admin can ensure that portal users see data or have access rights only when specific conditions are met. [6]

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 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 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 table  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.

– The Admin can enable or disable a table in the portal using the Table Configuration feature. Table configuration is necessary when the Admin adds a new  table to the Business Central. To enable the  table for the portal, select specific Business central tables and drag and drop them into the Portal Table section.

– Note: Before configuring the table, Admin must first sync the Business Central with the portal.

Enabling or Disabling a tables

– To sync a table, navigate to Settings > User Settings > Table Configurations. [1]

– In this section, Admin can drag and drop “BC Tables” into the “Portal Tables” section to sync them between the BC and the portal.

– Admin can search for a BC table by name or manually drag and drop it into the portal table section.

– Once the configuration is complete, click the “Save” button to add the BC table to the portal.[2]

– If an Admin wants to remove a table from the portal, they can simply drag and drop the portal table into the BC table list. This action will remove access to that specific data through the portal.

– Note: If an Admin removes a table from the portal, it will no longer be accessible through the portal. Additionally, this specific table cannot be used in lists, forms, pages, etc.  However, certain tables like currency or customer cannot be removed, as they are primary tables required 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:

– Navigate to Language Configuration:

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

– 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 Business Central language only shows the language which is enabled into the Business Central system

– The list of available languages includes:

○ English

○ Arabic

○ Basque

○ Bulgarian

○ Catalan

○ Chinese (Hong Kong S.A.R.)

○ Croatian

○ Czech

○ Danish

○ Dutch

○ Estonian

○ Finnish

○ French

○ 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 Business Central Languages section to the CRMJetty portal Languages section. [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, CRM or Admin from the dropdown menu of Select Language Label.

– Portal: Select this option in order to change the label in the portal.  [7]

– Once Admin selects this option then Admin will get the list of the default text of the message which is currently displayed 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 selects this option then Admin can change the language for all the text labels present in that CRM.

– After selecting CRM select the Table from dropdown to translate selected language.[10]

– For example: we have selected Contact CRM.

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

– Admin: If Admin selects this option then Admin can change the language for all the text labels present in that CRM. [11]

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

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. [13]

1. Export Template

– First, the Admin needs to click on the Export Template button. The template file will be downloaded into the Admin system. [13]

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.  [14]

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.  [15]

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. [16]

– Once the button is clicked, insert the Google Translation key. [17]

– 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.  [18]

– Now, save the labels to make it work on the portal. [19]

– 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.  [20]

– CRMJetty allows Admin to design and configure the listing view for various tables. 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 Business Central 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, Table, and Created On dates.[2]

– The Admin can apply filters based on Title, Status, and Table. Additionally, the Admin can use Advanced Filters to further refine the list data.[3]

– Admin can create a listing page for any table. By clicking on the + Create button, a popup will appear where the Admin needs to insert the ‘Title’ of the list page.[1]

– Click on the “Save” button to design the listing page layout. This will redirect the Admin to the List layout design page.[2]

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

– After selecting the “Table”, Admin will see a list of fields enabled from the Business Central. 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. [4]

– 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. [5]

– 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. [6]

– Publish: Final version; once published successfully, it can be used by Admin while configuring the list widget in the page builder. [7]

– 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 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 BC Fields. [1]

– 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.

– 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 table.[1]

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

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

– If the field’s data type is a lookup and the “Enable for Filter” checkbox is checked, the Workflow Setting will become visible.[1]

– By clicking ‘Workflow Setting’, the “Data Load” dropdown will appear, showing the workflows (with Data Load action type and target table 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 table by entering the below details where the table 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 Tables enabled from the BC for the specific field. This allows the Admin to select and configure targeted Tables for the lookup, ensuring personalized and relevant data display in the List Builder.

– For example, if the Post Code table is enabled, the dropdown will display: [2]

– City (primary field, fixed at the top). [2]

– Country (additional field). [2]

– Note: The City 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:

– City

– Code

– 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.[1]

Button Label:

The Admin should enter the text label to be displayed as an option in the record’s context menu. [2]

Select Amount Field:

The Admin should choose the table field to be used as the amount field for processing payments. [2]

Set Conditional Field to Enable Pay Button:

The Admin must select the table field that determines when the Pay button will be displayed. [2]

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 BC.

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

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

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

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

Select Payment Method: The Admin must select the field in the transaction table to use as the payment method field. [3]

Set Amount Field: The Admin should choose the field in the transaction table for the payment amount. [3]

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

Select Payment Status: The Admin should select the field in the transaction table 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

– Decimal

– BigInt

– 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]

– 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.[1]

– 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.[2]

– 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. [3]

2. Language Selection:

– If multiple languages are enabled, a dropdown menu will appear, allowing the Admin to select one language for translation. [4]

3. Translation Report:

– After translating the selected lists, a pop-up will appear on the screen, displaying the translation status of the records/list.[5]

– 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.[1]

– Note : In preview mode, Admin can click on any fields, the preview only displays the layout of the list.

– 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]

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. [1]

 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.

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 table. [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. items-Copy) [4]

– After duplication the Admin can view the success message on the right side of the page. [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 table.

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]

– 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 list will be permanently deleted from the portal. [2]

Bulk Delete lists:

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

1. List Selection:

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

Choosing Bulk Action:

– 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]

2. 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]

– 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]

– Admin can create a form for any table. 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. [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. [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. [4]

– Add fields: After adding the grid the Admin adds fields to the grid.

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

– Note: The Admin can only see tables that are synced with the portal. If the Admin cannot find the table in the list, they must first sync the “Business Central Tables” to the “Portal Table”.

– Once the table 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 table, 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 Read Only 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 “Lookup 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 table. [1]

Example:

– If Customer Lookup 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 table.

– 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 Lookup View. [1]

2. Select Fields

– In the Custom Lookup Settings, the Admin can view all the lookup Tables enabled from the BC for the specific field. This allows the Admin to select and configure targeted Tables for the lookup, ensuring personalized and relevant data display in the Form builder.

– For example, if the Customer table is enabled, the dropdown will display: [2]

– City (primary field, fixed at the top). [2]

– Country (additional field). [2]

– Note: The City 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:

– City

– Code

– 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 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 “Address” 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. [1]

– 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.

– 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 table’s form record, follow these steps:

– Enable Payment: Enable the toggle button from the right side of the panel “Payment Configuration” to activate payment options.

– Button Label: Enter the text the Admin wants to display as a title of the field.

– Amount Field: The Admin should choose the field that represents the payment amount.

– Set Conditional Field to Enable Pay Button: The Admin must select the conditional field that will control when the Pay button gets enabled.

– 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.

– Transaction Log Settings: The Admin should configure settings for syncing transaction data with the portal.

– Select Transaction Table: The Admin must choose the table where transaction details will be stored.

– Select Description Field: The Admin should select the field to be used for a short description of the transaction.

– Select Payment Table: The Admin must pick the field from the transaction table that will serve as the payment table.

– Select Payment Record: The Admin should choose the field in the transaction table to be used as the payment record.

– Select Payment Method: The Admin needs to select the field that represents the payment method.

– Set Amount Field: The Admin should identify the field where the payment amount will be recorded.

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

– 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.

– This configuration allows the Admin to link data or records where one table (the parent) is associated with one or more other tables (the children).

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

– On the Add Form configuration, the Admin can view the Parent-Child Link toggle button. The Admin needs to click on it to activate the feature. After that, the Admin needs to configure the following details:

– Child Table: Choose the table that will act as the child in the relationship.

– Relationship Type: Select the type of relationship that defines how the parent and child tables 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.

– Scenario: Suppose the Admin is configuring a Customer Order Management System.

– Then the Admin needs to configure the following fields:

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

– 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.

– Admin can display the form content of any table 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.

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

– 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.

– Once you set up the Multi-Step Form configuration, click “Update” or “Publish” the form.

– Select Layout: Set the layout for the form, that helps the admin to manage multi step forms.[1]

– Note: The Multi-Step Form feature is available for Add/Edit type forms. Once configured, the form can be placed in the Page Builder, and its multi-step navigation can be previewed.

– Admin can enhance the user experience in the customer portal by configuring a progress bar for specific dropdown fields in any table 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.

– 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.

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

– Admin can select the workflow according to the requirement. [1]

– Admin can also add a new workflow by clicking on the “+” icon.[2]

– After selecting the workflow, click on the Save button.

– 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.

– Required When Visible: Set the field as required when visible[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.

– 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

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

– Choosing Bulk Action:  After selecting the desired forms, click the bulk action checkbox, then choose the “Delete” option from the available actions. [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]

– 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.[1]

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

– 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 configure any field; the preview only displays the layout of the form.

– 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. [1.1]

– 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. [2]

1. Translating Forms in Bulk: Admin can translate multiple form layout records simultaneously by selecting multiple forms. [3]

2. Language Selection If multiple languages are enabled, a dropdown menu will appear, allowing the Admin to select one language for translation. [4]

3. Translation Report: After translating the selected forms, a pop-up will appear on the screen, displaying the translation status of the records/forms.

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

– 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 a portal form, navigate to the form 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 form. [1]

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

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.

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 table.

– 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]

 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 table.

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

– 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. 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 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 table.

– 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.