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How to Stay on Top of Tasks and Activities in Dynamics 365

Posted on February 12, 2021 at 5:40 AM Comments comments (0)

An interactive interface, scalability, and ease of customization make Dynamics 365 a popular CRM. However, managing your activities, tasks, or appointments in a separate calendar can be cumbersome.


Going back and forth between CRM and a separate calendar may consume both your time and effort. It may also lead to more errors like forgetting an account-related activity, double assignment of the same activity to different resources, etc.


 

Due to all these errors and issues, the overall productivity of your organization may go down.


However, you can avoid it all with a feasible solution - a Dynamics 365 Calendar plugin.


In this post, you are going to learn how to manage all your activities, tasks, and appointments seamlessly with a plugin.

How to Make the Best Use of a Dynamics CRM Calendar Plugin


A calendar plugin can help you if you know how to make the most of it. Here are the ways for that:


> Segregate Assigned Activities Well


It often happens that in case of multiple users, you may face difficulty in viewing an individual’s assigned activities. Sometimes, you mistake the owner of an activity with the other and this leads to further issues.


To avoid that, segregate your activities well. You can add notes, use different colors, etc. to mark each individual user’s activity. It will help you not only save time in viewing activities but also manage them well and prevent errors.


> Declutter the View

Instead of having to view every business unit’s work every time, filter all the activities of your department and make it a source. With only the data you need in front of you, you won’t need to wade through entire CRM data to view every time. It will save your time and give you easy and fast access to what you need in your business unit. It will help enhance the overall management of your unit.


> Set Working Hours Once and for All

Specifying start-time and end-time manually every day may be time-consuming. Instead, you can configure a time-slot for a day, week, month, or N number of days. It will save you the hassle of setting the working hours every day when you log in to start your working day. Also set all-day events separately to avoid the need to adjust them daily in activities.


> Change/Replace Resources in Real Time

At times, the resource you assign a task to may be indulged in some other activity or task. Enable that resource to create or update that activity and transfer it to a spare resource. It will help eliminate the need for you to transfer every activity yourself as you are the admin.


> Share Calendar View

If you want, you can share your calendar with your complete team. Further, your resources will also have full visibility of all the activities as individuals as well as a team.


Final Words

A Dynamics 365 Calendar Plugin can help you streamline your activity management. If you are looking to integrate a calendar plugin, our next-gen Dynamics 365 calendar plugin can be an ideal fit for you.


To know more about it and integrate it, get in touch with us.


Request Demo

Source: https://www.appjetty.com/blog/stay-top-tasks-activities-in-dynamics-365

 

Odoo Apps and Themes - To Keep Your Odoo Store Productive

Posted on March 12, 2020 at 2:35 AM Comments comments (0)

Odoo is a highly popular business management software today as it is cost-effective and easy to implement. While several Odoo apps simplify your different business functions, several Odoo themes help make your site more engaging.

In this blog, we are going to introduce to you several apps and themes that our team has developed to help you stay on top of your business.

 

Odoo Apps - To Streamline Your Business Functions


1. AMP for Website

This exclusive AMP-validated Odoo app will help you make your site pages load faster than your competitors’. Compatible with Odoo default, this app has features including:

Mobile responsiveness

 

This app makes your app mobile responsive and it can open across any device without any distortions in your site structure. This engages mobile users better and enhances your site SEO.

High Loading Speed and Enhanced SEO

 

Accelerated mobile pages load faster than non-AMP pages reducing your site loading time and eventually reducing the bounce rate.

Display all the variants of a product

 

By displaying all the variants of a product on product detail pages, you can give freedom to your customers to choose the variant of the product of their choice.

Display Filters

 

This feature helps increase your products’ findability and enhances your customers’ browsing experience with the filters like Product Categories and Product Attributes (including color, size, etc.)

Strikethrough Price

 

This feature facilitates quick decision-making for your customers by showing them how much they can save via displaying strikethrough prices.

and others that will take your business to the next level.

2. Clever All-In-One Clever Report Template

The Crafito All-in-One Clever Report Template facilitates customization of your reports as per your business requirements. With this app, you can easily stay on top of creation of several reports.

The features including:

Customization of Reports

With 8 report templates available for all major reports like Invoices, Quotation, Delivery Notes, Sales, Orders, Picking Operations List, etc.; you can give a professional touch to all your e-store reports.

Watermark

You can easily print anything ranging from a simple expression to your company logo as a watermark on your report to make it look professional.

Appendage of Extra Content

With the freedom to add limitless content pieces like T&Cs, brochures, advertisements as PDF to your report, you can get a one-page document ready to dispatch to your customer or vendor.

Display of Product Images on Reports

By displaying product images alongside product names on your reports like invoices, Quotations, Delivery Notes, you can lessen the efforts of verifying products and increase transparency.

Multiple Footer Options, Font Size and Family, and Signature

With a number of footers available, you can add extra information like company address, VAT name, bank details, etc. With the ‘Signature’ feature, you can also add a signature to represent your company on all your documents and eliminate the need for manually signing every document every time,

and several others are the reasons why this app is going to be beneficial.

3. Advanced Mega Menu

This app helps you easily categorize your brands and products in a mega menu. With multiple mega menus like Category Mega Menu, Pages Mega Menu or List of Categories Mega Menu, you can make your e-store easily navigable. You can customize:

Mega Menu image

Mega Menu Background with image or colour

Mega Menu Footer

Category and Subcategory Fonts

You can also add a slider, multiple categories and sub-categories in your Mega Menu.

Odoo Themes - To Enhance Your Website Appearance

1. Theme Scita

This theme is one of the most elegant Odoo themes available. This is the first-ever Odoo theme with AMP support that is sure to make your site mobile-responsive, faster and SEO-friendly. Besides, it has got several powerful features like:

Unlimited snippets with HTM builder

 

To customize your snippets the way you want.

Instant Product Publish/Unpublish

To reduce your efforts by letting you publish/unpublish one or more products straight from the backend.

Shop by Category

To make it easy for your customers to choose the category they want to view products from and enhance their engagement.

Over 140 custom snippets

To let you customize your site appearance by using over 140 snippet variations and make your site appearance more engaging and business-specific.

and more that are bound to help enhance your site appearance and customers’ browsing and navigation experience.

2. Theme Crafito

Theme Crafito is a mobile-responsive Odoo theme that lets you customize any portion of your site as per your preferences. Be it a single page CMS site, an event site, or any other site, this theme fits all types of sites. With features like Advanced Mega Menu, Product Videos and Multi Images, and snippets for everything like:

Advanced Mega Menu

Product Showcase

‘Our Services’ section

‘Why Choose Us’ section

Pricing details

FAQs

and more, this theme is ready-to-use to give your site a cutting-edge professional look.

3. Falcon Material Backend Theme

Designed as per the principles of the material design, this backend theme has layered interfaces with bold and vibrant graphics. With several features including:

Theme Customization Options

To let you choose a theme color of your choice from unlimited colors using the Color Picker.

Display(night) Mode

To let you switch between normal mode and night mode for your backend display seamlessly.

Layout Customization

To let you choose between Classic or Modern theme view.

Hover Effect Customization

To customize your hover effect, hover background color and font color of the content of the sidebar menu items.

and more, this theme gives your backend a tactile surface that easily adjusts its shape and size as per your device to impart a realistic look to your backend.

Ready to Level Up Your Odoo Store?

Take a tour of our Odoo apps and themes

 

Source Link : https://www.appjetty.com/blog/odoo-apps-and-themes-for-odoo-store" target="_blank" rel="nofollow">https://www.appjetty.com/blog/odoo-apps-and-themes-for-odoo-store

TapCRM Latest Upgrade Out Now (Features Update)

Posted on March 3, 2020 at 6:00 AM Comments comments (0)

 

A CRM software mobile app is always a great asset for an organization as it gives your team the flexibility to operate from anywhere and everywhere. It’s a proud moment for us to announce that our team is leveling up TapCRM - our exclusive https://www.appjetty.com/crm-mobile-apps.htm" target="_blank" rel="nofollow">SugarCRM/SuiteCRM mobile app.

The latest features are aimed at enhancing your CRM mobile app use, convenience, and efficiency.

So, let’s walk you through the latest features we are adding to TapCRM App and their benefits.



 

Multiple Dynamic Dashboards

The latest TapCRM version supports multiple dynamic dashboards including:

1) Sales - Including dashlets viz.

- Sales Pipeline (By Sales Stage) including several statuses like Proposal/Price Quote, Perception Analysis, Negotiation/Review, etc.

- Top 10 Opportunities (By Revenue)

- Leads Overview (By Lead Status) including several statuses like New, Assigned, In Process, Converted, etc.

2) Services - Including dashlets viz.

- Cases Overview (By Status)

- Visit Reports

3) Activity - Including dashlets viz.

- Calls

- Meetings - Including statuses like Upcoming, Ongoing, Completed.

- Tasks

- Follow-Ups

4) Quick Filter - Including dashlets viz. Quick Filters and Module Count

It lets you set a default dashboard you need to access most frequently. You can further decide the order of dashlets in every dashboard.Moreover, you can even decide the order of statuses to display for every dashlet. Decluttering your dashlet has become easier as you can disable one or more dashlet statuses.

Benefit - Dynamic dashboards save you the time and effort that go in wading through a single dashboard to find relevant information. They enhance both speed and efficiency of your CRM mobile app.

Quick Access of Unlimited Modules

Speed up your work with the latest TapCRM version. Get the freedom to add unlimited CRM modules to quick-access them. However, you can choose to display only 6 modules at a time.

Benefit: The freedom to quickly access any number of modules makes your work easier. No more do you need to come back to your desktop CRM every time to access various modules. You can just access any module anywhere anytime in a jiffy.

Troubleshooting FAQs

The latest version features Troubleshooting FAQs on the ‘Log In’ page. The addition of this feature will empower you to resolve minor queries in a matter of minutes.

You can read about all the possible log-in issues and their solutions. One of the solutions may match your issue and help you troubleshoot it.

Benefit: This feature has eradicated the need for you to depend on us for log-in issues troubleshooting every time. The troubleshooting process has become speedier, thanks to the update.

Our AppJetty team always works to empower our current users by adding more user-friendly functionalities. So, are you ready to take your business to the next level with the latest update?

 

Source Link : https://www.appjetty.com/blog/tapcrm-mobile-app-features-update" target="_blank" rel="nofollow">https://www.appjetty.com/blog/tapcrm-mobile-app-features-update

How to Create Multiple Views in Dynamics Calendar

Posted on December 30, 2019 at 4:05 AM Comments comments (0)

How to Create Multiple Views in Dynamics Calendar

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM).

Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors.

Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential.

Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month.

Steps to create multiple views in Dynamics Calendar:

Step 1: Go to Settings → Customizations → Customize the System

Dynamics settings customizationCustomize the system

Step 2: Select Entities → Appointment

Select entities appointments

Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add”Select calendar control

Step 4: Configure the display settings like start date, description, end date, minimum event duration, etc.

Configure display settings

Step 5: Click on save -> Publish All Customizations

Publish all customization

After saving all the configurations, you will be able to view all the appointments in the calendar. By default, Dynamics 365 provides 3 views in its calendar: Day, Week, Month. You can choose between them according to your usage.

Day ViewMonth View

Even though there are three views for you to sort through your activities but actually you can’t do much from the calendar itself. You can not add, edit, or delete activities from the Dynamics 365’s calendar.

Now if you spend a lot of time shuffling between calendars and your CRM, then it’s time to add an independent calendar solution to your stack.

You can browse for such a solution on MS AppSource and choose the one which fits your requirements.

In this blog, we’ve taken Calendar 365, a Dynamics CRM Calendar, to show multiple calendar views that you can create and benefit from.

There are five views in Calendar 365 to check the activities as per the schedule days, dates and times. With this calendar, you get a full-functioning calendar from which you can add, edit, or delete activities.

Dynamics 365 Calendar view comes with two calendars. Resource Calendar, to manage the organization’s resources, and Customer Calendar, to manage customers.

Once you’ve installed Calendar 365 and on the calendar screen, you’ll see three options in the left panel: Resources, Users, and Views.

To create a unique view, navigate to Views drop-down list. Then select the view according to your requirement.Views

There are four types of views of Calendar 365 and they are as follows:

– Top Down View

– Gantt View

– Timeline View

– Agenda View

Note: You can create all Calendar Views in Resource Calendar and Customer Calendars individually.

Top Down View

– This view provides you a Top Down view of the calendar in which you can view a column per member on the horizontal axis and time on the vertical axis, and a plain view of activities. Members can be user/team, account, contact or facilities/equipment depending on choice selected by you.

– In addition, you can view the calendar in Top Down View in the Day and Week view format.

Day View:

– You can see the activities for the day in the Top Down View.

Day View

Day Span View:

– You configure the number of days from default configurations in Day Span View of Top Down view.Day Span ViewWeek View:

– You can see the activities for the week in the Top Down view as well by selecting the ‘Week’ option.

Week View

– Similarly, in Month View, you will see the details month wise with the dates.

Gantt View

– Gantt view is to view activities scheduled for a specific day/time. It is a horizontal bar chart that visually represents an activity or task with the start and end dates.

– You can view the Resources or Customers in top down display and date range in a horizontal display. Here, resources can be Team/User & Facilities/Equipment and customers can be Accounts or Contacts and are displayed based on your selection of calendar view.

– In Gantt view, you can also view all or individual Events (Activities) along with its details like name of the event, start date, end date, and resource name (as configured to view from the configurations page).

– In addition, you can view the calendar in Gantt View as per the Day, Day Span, Week or Month format.

Day View
Day Span ViewWeek ViewMonth View

Timeline View

– A Timeline view of the calendar which provides a simple sequential overview of the calendar separated by day and the selection of the Users/Teams & Facility/Equipment in Resource Calendar and Accounts, Contacts in Customer Calendar.

– In addition, you can view the calendar in Timeline View as per the Day, Week or Month format.

Day View

Day ViewWeek ViewMonth View

Agenda View

– An Agenda view of the calendar which provides you a sequential list view with grouping options for other resources like accounts, contacts, facilities/equipment or users/teams or by date as per your requirement.

– In addition, you can view the calendar in Agenda View as per the Day, Week or Month format.

Day View

Day Span View

Week View

Month View

There’s a lot of untapped potential in your Dynamics CRM. And with the right applications and software, you can streamline your organization’s multiple processes.

Original Blog: https/www.appjetty.com/blog/how-to-create-multiple-views-in-dynamics-calendar

Odoo Multi Themes Support: A Powerful Feature

Posted on December 27, 2019 at 5:20 AM Comments comments (0)


Odoo has lately emerged as a very popular e-commerce platform. If you are an Odoo e-store owner, you can enhance the aesthetic appeal and user-friendliness of your store with a suitable theme.

However, if you have multiple sites for different purposes, one theme for all sites won’t be a suitable choice.

While other platforms require you to have different hosting servers for different sites, such is not the case with Odoo. You can host multiple websites without the hassle of maintaining too many alien e-commerce platforms at once. Not only that, but Odoo also comes with a unique feature, Odoo Multi Themes, to support multiple themes for your different websites too.

In this blog, we are going to cover all aspects of Odoo Multi Themes support and the themes you can go for which support this feature.

Odoo Multi Themes support feature gives you the power to manage different themes for your different sites. And with a single hosting server. Moreover, you can create multiple sites sharing the same domain name.

But how do you create different websites? Manage different domain names? Make a switch between them? Or apply a new theme?

Let’s find out.

Setting the Theme for a New Odoo Site

If you already own an Odoo website and want to create another site, here are the steps:

- Click Website > Configuration > Settings.

- Set the name for your new website and its domain. If you want to publish the site under the default domain name of your Odoo database, you can leave the domain field empty.

And voila! You’ll have a new website.

You can also maintain each site’s individual identity by setting different Odoo Website themes for different sites. And make each site more purpose-relevant. Let’s see how you can do that.

Select the theme you want to have for the new site. The theme you select must match the purpose and should target the audience of the site. So, you can freely choose a theme different from that of the first site.

This way, the setting of theme for your new site is easy and feasible with Odoo multi themes.

Switching from One Website to Another

When you have multiple sites to host on the same server, you must have a means to switch between sites seamlessly.

A website switcher is available in the edit bar in the right corner. When you switch to that site, it will connect to the domain of the current site. However, if you have used a different domain, you’ll need to sign in to switch to that website.

Managing Multiple Domain Names

You can decide whether your sites share the same domain name or use a particular one. Further, you can reset the content of every site as per region by setting country groups in its settings. Geo IP will then redirect visitors from a specific country to the right website.

Choosing an Odoo Theme

When choosing an Odoo theme for your website, make sure it supports the Odoo multi theme feature. If the theme you selected doesn’t support this feature, you’ll have to use one theme for all your websites.

So, if you are selecting a theme for your business, this feature is a must.

AppJetty’s Odoo Themes

All our themes, including top-selling and rated Theme Scita, Crafito, Mobicraft, etc. come with the support feature of Odoo multi themes. With these themes, you can select a different theme as per your website and its purpose. The more relevant the theme of your site is, the better will it serves the purpose. This directly increases your website’s customer engagement leading to a higher conversion rate ad ultimately, better sales.

To Wrap Up

Thus, Odoo is a great platform with its multi-theme support as the cherry on top. However, all the free Odoo themes don’t have this feature, so if you are planning to have multiple businesses, then going for a paid Odoo theme would be an ideal choice.

Original Blog : https://www.appjetty.com/blog/odoo-multi-themes-support-powerful-feature

Christmas Offers: Ready Your Store for Christmas!

Posted on December 23, 2019 at 12:20 AM Comments comments (0)


As the Christmas season is about to set in, festivity and shopping frenzy are in the air. The total US retail spending is forecast to touch a 1 trillion mark this Christmas season! And it will happen for the first time ever.


Every American will be out buying gifts, cookies, Christmas trees, gift cards and what not! And the scenario will be the same in many other countries as well. People will also eagerly look for Christmas offers and sales everywhere. And if they run out of time for preparation or find no exciting deals offline, they’ll switch to online stores.


If you own an e-store, a great opportunity for super-high sales is awaiting you. You can make the best out of this festive season by offering exciting deals on your e-store. And if your deals and offers succeed in impressing customers, it’s a bonanza for you!


But think again. Is throwing attractive deals and offers enough? Is your e-store ready to handle such a sudden spurt in sales and orders? Without your e-store being ready, your work is only half-done.


So, it’s imperative to ensure that your e-store is ready for the Christmas season. This means you must have all the tools to streamline your sales processes. Or else, your Christmas offers and sales won’t yield as good results as they could.


Equip Your E-Store with Outstanding Functionalities


Whether it is titivating your user-interface or delivering orders on time, you can do that with AppJetty. We have the tools that you can integrate with your e-store to enhance its functionalities.


Even better is that these products are compatible with all the big players in the industry of e-commerce platforms including Magento, WooCommerce, Odoo, etc.


For instance, the Magento 2 estimated delivery date Scheduler for Magento 2 store can let your customers schedule a delivery time for their orders at their convenience. You can also manage orders seamlessly with timely reminders of pending orders. Hence, you can streamline your delivery process and keep customers happy.


Similarly, all our other plugins also come in handy for your e-store in one way or the other to help you smoothen different processes.


Besides, AppJetty also deals in some plugins useful for your CRM. And these plugins too are available for all leading CRM systems like Salesforce, Dynamics CRM, SugarCRM, SuiteCRM, etc. These plugins along with the plugins for your e-store can work wonders for your business this Christmas.


Icing on the Cake: 10% Off


When there are sales and offers everywhere, how could we stay behind? So, AppJetty here gladly announces a Flat 10% off on all AppJetty non-recursive products. Go ahead and streamline your business processes, skyrocket your sales and customer satisfaction rate this season.


Browse our site to know more about our products. Use the coupon code XMAS10 to avail flat 10% off on all our non-recursive products. And spread bliss around with offers and discounts this Christmas season!


Avail 10% Off


Now wish you a Merry Christmas and good luck with your sales!


Original Blog:https/www.appjetty.com/magento2-delivery-date-scheduler.htm

Creating Configurable Calendar Views in Dynamics 365

Posted on December 7, 2019 at 3:10 AM Comments comments (0)

Creating Configurable Calendar Views in Dynamics 365

A CRM integrated calendar comes with several advantages. Apart from the features, one major pro is a crystal-clear picture you get of what’s going on in the background. It is a lot better than managing a single task in a calendar and CRM system separately. With Calendar 365, activity management becomes easier because you can leverage its configurable calendars with separate views. This means you can have a separate view of all your important activities.

Creating Separate Calendar Views

What if you could have separate calendar views for your lead calls and opportunities? It can make your calendar less cluttered while keeping you up to date for all the activities. Just like the below screenshot, you can choose your entities from the contact calendar field. You can select any one or multiple entities and create views accordingly.

Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-1


You get to select the view, the number of days to be displayed, slot duration, the title format i.e. D/MMMM/YYYY or MMM/D/YYY, etc.

Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2-1022x486


You can also create a shareable calendar. A shared calendar that you can hand out with other Dynamics CRM users.

Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-3

Configuring Activities

In your selected views from service calendar Dynamics 365, you can select the activities to configure. Activities like Task, Fax, Phone Call, Email, Letter, Appointment, Campaign Activity, or any Custom Activity. After selecting the activity to edit, you can apply modifications to it like the color, status, tool tip, detail attribute, title, an email reminder, etc. You select any activity as required.

Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-4

How Would You Like to Manage Your Calendar?

The major goal behind providing configurations to the users in Dynamics 365 Calendar is to make sure users get to manage their calendar in a more organized way that increases productivity. If you have a team of two or more, having a Dynamics CRM integrated calendar will give them the flexibility to prioritize the tasks with bifurcation and get more work done in lesser time.

Original blog: https/www.appjetty.com/blog/configurable-calendar-views-in-dynamics-365

Tips to Effectively Manage Your Dynamics CRM Calendar

Posted on November 29, 2019 at 6:00 AM Comments comments (0)


Time is money. And it shouldn’t be wasted.

Especially in the business world, dealing on time makes a huge difference because every second may cost you a million dollars. However, with so many things on our plate, it becomes a little overwhelming to manage everything. Though you have calendar tools to manage your schedule, it consumes most of the time in adding and updating details of various events in the CRM. For example, if it takes 15 mins to update 1 of the events’ details into your Dynamics CRM, and you have 15 other events like this, it consumes up to 3 hours of the day to just fill the details with accuracy. With CRM calendar, it becomes easy as you can update details right from the calendar. Apart from this, here are some other tips to manage your schedule effectively and be more productive:

CRM integrated Calendar to Track Events

When it comes to business events, planning and scheduling play an important role as businesses attend events for multiple purposes. These include webinars, training for customers, board meetings, monthly team meetings, product launches, press conferences, etc. And if you note them manually, there is no way of you making to any of these events on time. Hence with CRM integrated calendar, you can keep track of all of it in one place. It gives you an idea about what is pending for the current day and therefore an overview of your week is going to be.

Get Rid of Repetitive Data Entry

It becomes a headache to update data into Dynamics CRM after completing a particular event or task. You may have got a lot of details to fill in. And it can be a little difficult to do it promptly. By integrating Dynamics CRM Calendar, you get the functionality to edit all the details from the calendar itself. 

Never Forget a Meeting

In case you have CRM integrated calendar tool, you can set reminders to make sure you never miss any meeting. It allows you to set up reminders for a particular task. One major plus point you get here is that you get these reminders with meeting details in your email as well. It helps because when you have these details, you can be prepared for the meeting.

Track Wasted Time

It is important to use such a tool effectively. Once you are done with a particular schedule, you can count your total wasted time in a number of tasks. List all your tasks and an average spent time beside them. It will provide you with an accurate number of total hours spent. After bifurcating them into priority tasks, you can count the total hours spent which were not productive. This helps you make your schedule accurately and to eliminate unnecessary tasks.

Assign Resources Effectively

While assigning activities to your employees, having a Dynamics CRM calendar lets you track your employees’ schedules. This means you can assess performance individually, and assign tasks according to that. It reduces redundant efforts and helps you manage your time and your team accordingly.

Create Customizable Calendar Views

With customized calendar views, your employees can manage it according to their schedule. For example, if they work nine to five, then they can display only weekdays. With available tooltip and pop-ups, it becomes easier as they only see necessary details on the calendar. With their constantly changing schedule, they can choose also to display the whole month in the calendar.

Schedule Recurring Meetings

Many of us have scheduled meetings on a daily, monthly or weekly basis. Now if every time you had to send everyone an invite, it consumes a lot of time and energy. With CRM Calendar you can schedule and send invites for recurring meetings. All you will need to do is add the details and select the email addresses. After choosing daily, weekly or any custom time and date, it will show up on the recipient's calendar as a scheduled meeting.

Still Thinking About it?

Today most of the software is moving towards cloud-based integration. And not using CRM and calendar integration will not let you make optimum use of your time, business and resources. With available Dynamics CRM Calendar plugins, you can perform almost every activity on a calendar and save yourself and your team from making unnecessary efforts and utilize more time effectively.  

Original Blog: https/www.appjetty.com/blog/how-to-view-and-manage-appointments-from-dynamics-crm-calendar

3 Best Australia Post Shipping Magento 2 Extensions | 2020

Posted on November 15, 2019 at 4:40 AM Comments comments (0)


If you think that having an e-commerce store is just about putting up a website and selling, you may want to think again. It is a little more complicated than that, and the challenges don’t even appear in the beginning. But it is your duty to think about those challenges beforehand so your customers are not at the short end of the stick when shopping from your store.

One of the aspects that can make or break your business is shipping. Thanks to technology, the shipping experience is something you can have significant control over. There are plenty of solutions that can take care of this part of the experience. AppJetty offers about three Magento 2 extensions that can take the hassle off your hands and make it simple for your customers. These are in connection with Australia Post, a premier shipping company in Australia. Let’s take a look:

Magento 2 Australia Post Shipping Extension

AppJetty’s Australia Post Shipping is one of the most popular e-commerce shipping solutions for Australian e-store owners. This is because we are official partners of Australia Post and are committed to offering superior quality services to Australian e-store owners. We provide this tool for Magento 2 store owners. It is an all-inclusive shipping solution that takes care of all requirements of Australia Post domestic as well as international shipping. Here is a sneak peek into some of its most useful features:

  • Display Live Shipping Rates:

You can display live shipping rates from the official Australia Post website right on your e-store. This means your customers don’t have to visit the official website every time they place an order. Also, admin is free to keep official Australia Post rates or change it according to their preference.

  • Add Multiple Shipping Services:

This feature enables you to add domestic and international services for parcels/letters to their stores. Depending on the size and type, you can choose international services for the letters and parcels.

  •  Australia Post Configurations:

Using this feature, you can set up handling fees and warehouse postcode on your e-stores. If you want Satchel services and want to set COD as a payment method, you can easily do so with Australia Post Configurations from the Magento backend.

  • Shipping Configurations:

You can select attributes pertaining to the product dimensions while generating shipping rates. With shipping configurations, you can set fixed values for dimensions including height, width, and length. In case the customers didn’t add dimensions of the product, then the extension considers default values.

  • Other services:

The extension also comes with other extra services that help you as an e-store owner to enhance your shipping process. Some of them are as below:

  • Label Printing:

When there is a need to create shipment labels in a specific size and format using Australia Post Logo, the label printing service comes of help. It is also possible to create a label layout for an express post as well as a parcel. Admin can also choose the total number of labels per A4 size paper.

  • Shipment Tracking:

As the name suggests, Shipment Tracking enables your customers to know the whereabouts of their shipment/parcels along with their details from their accounts. You can also send shipment tracking emails to their customers. All you need to do is set email configurations from the backend.

  • Satchel Service:

Using Satchel Rates Display, you can show or hide the satchel service rate in your e-store.

  • Address Validation:

This feature keeps all the address related discrepancies at bay. So, if your customer feeds in the wrong address, it prompts them with the right pin code.

Magento 2 Australia Post eParcel

It is one of the best e-commerce shipping solutions of Australia that helps you manage Australia Post eParcel shipping from within your Magento store. Using it, you can manage consignments, fetch live rates, print consignment labels, and track all your shipments without visiting the official Australia Post eParcel Portal. This saves your extra expenses spent on label printing. Here are some of its noteworthy features:

  • Label Automation:

Admin just needs to make certain settings in the backend and they will be able to automate the shipping and label printing process.

  • Label Printing:

Admin can get labels from the eParcel for printing and can stick them on the shipment according to the consignment details.

  • Shipment Tracking:

Admin can track the status of shipments with Australia Post eParcel shipment tracking API.

Magento 2 Australia MyPost Extension

Magento 2 MyPost extension is excellent for store owners who are not technically proficient. It is easy to manage and gets all the necessary work done. A perfect Magento 2 shipping extensions for small and mid-sized businesses. Let us walk through some of the features of this extension:

  • Shipment CSV:

Admin can generate CSV files for shipping management. This way they don’t have to manually handle each shipment’s details. With just a single file, they can manage orders in bulk.

  • Custom rates:

Admin can add custom shipping dates directly via a CSV file instead of having to manually make changes to each item.

Winding up…

This was a small tour of AppJetty’s shipping extensions. Some of our extensions have been the best-selling products on the Magento marketplace.

Remember, if you want to be in good books of prospects and customers, you must offer them a rounded customer experience from shopping on your estore to receiving their orders. You have to cover all your touchpoints. And the above-given extensions will perk up your shipping management experiences.

Original Blog: https://www.appjetty.com/blog/3-best-australia-post-shipping-magento-2-extensions-2020

How to Create Multi-Language Store in Magento 2

Posted on September 23, 2019 at 3:30 AM Comments comments (0)

Many ecommerce stores have multiple store views because they want to reach a wider audience in languages that their audience is familiar with. When a customer gets information in a familiar language, it is easier for them to understand the product or service. This, in turn, makes it easier for them to make a purchase decision.A store in one’s own language also makes one feel like they can trust the store. They feel catered to. This increases their chance of coming back to your store, provided the overall experience is good.

In this blog, we are going to talk about how you can enable multiple languages in Magento 2 or create a multi-language website in Magento 2.

Here’s an extensive step-by-step guide to set up your own multilingual store from Magento 2 backend.

How to Create a Magento Multi-Language Store like Below:

How to Create Multi-Language Store in your Magento 2 Store IMG1

By default, Magento provides a store view functionality where you can create multiple store views in the language of your choice. You can define the languages and hence, you can have multiple language support in your Magento store.

Let’s see how we can create a new store view in Magento 2.

How to Create a New Store View in Magento 2

- Log in to your Magento admin panel/backend.

- From the Stores menu, click on All Stores under the Settings section.

- Now you can see a Create Store view button, as below:

How to Create Multi-Language Store in your Magento 2 Store IMG 2

As you can see in the image, we’ve already created some store views with the store name and code. Similarly, as per your preference, you can add store views with name, code and set status as enable/disable. Once you’ve set up your store views, you can fix a sort order for store views and select a default store view for your store.

For more detailed guide you can refer this link :

https/devdocs.magento.com/guides/v2.3/config-guide/multi-site/ms_websites.html

How to Setup Locale Language for Your Store View:

- From the admin panel, tap on the Stores menu, then under Settings, choose Configuration.

- Now you should able to see a menu on the left. Under that, you can find the General tab. Choose General to open configuration.

- To change configuration for a specific Store view, you need to switch the store from the top of the page.

- From the Store view, list at the top of the page, choose one of the store views as shown in the following figure:

How to Create Multi-Language Store in your Magento 2 Store IMG 3

- Now, you should be able to define the locale for the chosen store view in Magento 2. You will have to deploy your theme static content for multiple locales as you have configured set up for multiple languages.

You can run the command given below to deploy static content for the multiple language:

php bin/magento setup:static-content:deploy en_GB en_US ro_RO

Here instead of en_GB en_US ro_RO, you need to add your own language code based on your locale setup.

If you will set your store mode as production at that time, it will automatically set up a store and deploy content with required locale.

Now, you have set up a multiple language store view, so you can proceed with the translation.

How to Translate Theme Static Content:

There are two ways to translate the theme’s static content: Based on the language, you can map a word with the language specific word that you want to translate it to or by installing a language pack.

>> Translate Inline

To use this feature, your Magento store should be in developer mode because only then you can use the Inline translation.

- Before enabling the inline translation for proper output, you have to disable mentioned cache.

>>How to Disable Output Caches:

In the admin section, go to System menu and choose Cache Management.

- Mark the following checkboxes:

- Page Cache
- Blocks HTML output
- Translations

- Set the Actions to Disable. Then, click Submit.

>>Now Enable the Inline Translation

- In the Admin panel sidebar, click on Stores and choose Configuration.

- To work with a specific store view, click on the name of one of your store view, from the store view list, that is to be updated.

- On the left side of the page, under the Advanced tab, choose Developer mode. (If you are not able to see it, first enable the developer mode of you Magento 2 backend.)

- Expand the Translate Inline group. Then if necessary, clear theUse Website checkbox, set Enabled for Storefront to Yes and save the configuration.

>>Update the Text

- Open the frontend/storefront in a browser, and go to the page that you want to edit. If necessary, use the language chooser to change the store view.

The text of each string that can be translated will be outlined in red. When you hover over any text box, a book icon (</span) appears.

- Click on to open the Translate window. Check the Store View Specific checkbox and provide your custom text for that store.

How to Create Multi-Language Store in your Magento 2 Store IMG 4

Now you can refresh the page to see the updated store view. You can process that with the other elements.

In order to disable the inline translation, just set value No to ‘Enabled for Frontend’ from the Translate inline group from the admin and save the configurations.

>>Language Pack and CSV based Translation

For the CSV based translation, you have to create a CSV with the language code like en_US.csv or de_DE.csv which contains the original phrase and the translated phrase in the language you want to translate.

You can place this file in the path given below:

app/design/frontend/{Vendorname}/{themename}/i18n/en_US.csv

You can also install ready made translated language pack if you do not want to create a CSV with your own words and phrases. You can directly use any language pack and install that in your store. Install it with the command line using the composer.

You can go to this link and find available language packs :

https/packagist.org/?query=language%20pack%20magento%202

In some cases, some words are not translated using this. For that, static content should be added in a way that it can be detected by the i18n tool of Magento. This way you’ll be able to add the strings in the dictionary for the translation.

>>String Added In the phtml file:

Should use the __('<your_string>') method while adding a custom string, so it is able to translate.

For example:

php echo __('Translation Original Phrase')

php echo __('Hello %s , How are you' , $name)

>>String Added for the Email template:

When string will be added, need to use the following {{trans “string text of the printing

”}}

For example:

{{trans "text of the printing"}}

When a string is added with a variable value in the email template:

{{trans "%variable string" variable="value"}}

>>String Added for the UI component template html file:

Here, you need to implement the data-bind attribute with the i18n

For Example:

<span data-bind="i18n: 'String'"></span>

To add a string with no binding to an HTML element:

 <!-- ko i18n: 'Your String Message' --><!-- /ko -->

While string is added on attribute of an HTML element:

<input type="text" data-bind="attr: {placeholder: $t('String for translation')}" />

>>String Added for the UI component configuration xml files:

You will have to implement the translate attribute and set this as true for the translation.For example:

<item name="label" xsi:type="string" translate="true">Delete</item>

While fetching the data programmatically from the xml, you will have to use the method __(“variable&rdquo;) to display translated text.

Example :

__($this->config->getData('label'))

>>String Added for the .js files:

In the js file, you should implement the mage/translate library to be able to translate the text.

You can add translate library as below:

define (['jquery', 'mage/translate'], function ($) {...});

You have to use the $.mage.__('')function when adding your string:

$.mage.__('<string>');

Whereas, have to use the below method for adding string with a variable:

$.mage.__('Hello %1').replace('%1', yourVariable);

For the translation of dynamic content like the category, product, CMS page and block, you will have to define the translated value for the Store view.

As a store owner, having multiple store views is beneficial and can help you acquire customers from all over the world.

In case, all this went above your head or you want to save your time from this tedious task of translating, you can go for a Magento language translation extension. You can also opt for AppJetty’s Magento 2 language translator which uses the Google Translate API and is equipped with features like:

- Mass Translation of CMS pages, product category pages, etc. in a matter of minutes using console/cron.
- WYSIWYG Editor
- Database Search & Translate


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