I am trying to building a sales-system with the MEAN-stack but got stuck right in the beginning because I cannot find what I'm looking for on Google. I've been searching for days with no answers. Now to the problem.
Many companies should be able to create an account on the website. When x company is logged in they should be able to create an account for every employee on the company. These employee accounts should be able to create sales, show statistics on their monthly-sales etc. Somehow I have to have a relationship between x company with their employee accounts to display all the data from all employees on the company account.
I know there are tons of people who have done something similar. I cannot find what I am searching for because I do not know what to google. If someone knows what phrase I should search for, please reply.
Thanks for taking your time, happy coding!
May I suggest an open-source solution to creating a SaaS project. It has this functionality built-in. You can simply set up a tenant (Company x) in your own admin panel, and the company can add their own users/roles/permissions to applications inside of their own dashboards. You can add applications to your project and enable them to certain tenants (companies) that you wish (in a modular fashion). Companies' data would also be split in their own separate databases, and you can simply update each application by itself (so essentially you update code once, but data is still separated between users).
I have just started using this platform about two weeks ago on my own SaaS startup, and I am very excited in what it can offer. It's called Innomatic and you can check it out at their website: innomatic.io .
It does seem as if they haven't been giving the project much attention lately, but it does work nevertheless, and you can just maintain your own Applications within the platform.
If you have any questions I would be happy to help you , since I have spent the last two weeks getting the ropes of this platform.
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hope you lovely gentleman can help x
i have three folders of word dosuments. these need to be accessed by workers on site via tablets /phones.
i created a power app for internal users, the issue being some of the workers are contracted to us and may not have MS licenses on their phones.
is there a better way of me providing access to the latest version of these documents to employees external and internal. ideally the external ones may be given a log in. the information isnt really sensitive however i wouldnt want anyone just being able to access it.
i looked at power pages but there is a subsription fee. i dont know if theres any apps, or other solutions i am missing?
really appreciate your help
lucy x
tried power apps, however some users dont have licenses
I want to bulk create thousands of web stories (of the AMP/Google variety) using a standardized AMP web stories template populated with text and images from my database.
Anyone have any ideas? I am not a coder, but may be able to follow if you assume I know nothing :) Thanks for your consideration and time.
I have looked in GitHub and at several online services that provide tools to make web stories, but none offer it. VisualStories claims to offer an API that does this, but when I asked for paid access said they were not sharing this with customers anymore because they found that creating stories individually produced better results.
Thanks!
Michael
I have one G Suite account with three domains (mainly many emails).
Now I would like to separate one domain to other fresh G Suite account. Of course with historical emails.
Anybody know how to do this? It's possible without G Suite support team?
There are different ways of doing this and yes, you can do it yourself. Please consider that it can be tricky depending on the amount of data you want to move.
The main steps are:
Create a new account with a temporary domain (the same domain can not be in two consoles at the same time)
Migrate all the contents from your current account to the new one. You have different options to do this. The cheapest one is the Data Migration Service (DMS) that will only allow you to migrate only email using the IMAP protocol (so you need to know the users' passwords). Google support for the DMS is best effort, so if you have time and budget I recommend to use a commercial tool (my tool of choice here is Cloud Migrator) that is also able to migrate calendar items and Google Drive files using the Google APIs (so it is transparent for the users).
In a cut-off date that you agree with your users you remove the domain from the original console, you add it to the new one and perform a mass rename (my tool of choice here is GAM).
There are many variables that can make the process much more complex that are difficult to describe in a single answer and this kind of activities usually require a dedicated project and a (small) team: I really suggest you to get some help.
A word of warning:
I did this on Bluehost (transferring G Suite ownership of a domain from one Bluehost account to another) through Bluehost customer support.
It took 3 separate calls to Bluehost to get everything fully moved over. Make sure that your hosting provider sends you an email confirmation that everything happened successfully, because as a reseller of a Google product, they may not have complete authority over transferring ownership of Google's product.
Best regards.
Also in reference to the domain go to Google Domain and you can see all the options you have in reference to your domain website etc. It is very self-explanatory.
wc.
I'm brand new to Dynamics CRM and have been asked to see if this is a viable replacement for the employee tracking software we're using now (AlexSys Team 2 Pro). We're not so much of a sales based company as the tutorials i see for CRM focus on. I know CRM is more for customer relations and sales tracking but i also know it's highly customizable and can do what i need it to do. I need something that keeps track of how many new tasks have been created and how many have been done and to show a graph or a report with the results. I've looked at some PluralSight videos and some windows videos but they all seem to focus on and really push the use of its sales side usability. We do sell our product here (i work at a software development company) but we need something that isn't focused on sales and is usable to management for tracking progress. So for example, lets say im aksed to do 4 things(tasks), I do 2 of those things and am in the process of handling my 3rd. I'm not a sales agent, lets say im a programmer, I need CRM to be able to show my manager that I had 4 new tasks, completed 2, and if possible to show that im in the process of working on the 3rd. AlexSys Team gives you different options for what state the task is in, such as In-Process and Completed but it does poorly when it comes to reporting. Are there any good places to learn how to do that in CRM, we are not using a partner and will not have someone coding this or changing this for us, i will possibly be the one working on that so i need something that can help show me how to customize it without constantly talking about sales. Im off to watch more PluralSight videos but maybe a user here knows of somewhere better to learn from or maybe just a specific PluralSight video i may have missed. Thanks for any input.
Dynamics CRM is as you've discovered very customisable and will almost certainly meet the requirements you've described. Whether it is the correct choice only you can decide.
YouTube is a really good resource for CRM videos, you can also take a look at the CRM 2011 Technical Training Videos on Channel 9 produced when the product was first released. These give a high level overview of CRM 2011 technical capabilities.
You may want to look at the basics of Activities ( in particular Tasks ) and Queues. Make sure you're clear on the usage of Status and Status Reason and how you can customise them. For reporting you can either use the built-in dashboard capabilities or create your own SSRS reports using BIDS that can be hosted within CRM. The process of producing these reports whilst subtlety different will be easily understood by anyone with some some basic SSRS skills.
I'd recommend enlisting the help of a partner in the first instance even if it's to just verify your initial design. The overall cost of their time in relation to the install and running costs of CRM won't be too significant and they may even be able to save you some money.
I'm not sure of a better place for videos, but I can speak to CRM's ability to serve as a rapid application development platform and the areas it excels. It allows you to create new fields and entities (think Database Tables) without touching a database, as well as customize forms, roles, and security with 0 code. You can also sign up for a free months trial online to setup a quick Proof of Concept.
There is so much that it can do, and do quickly, that your company may be better served to seek outside help, resulting in a better product, delivered quicker, with less overall costs than trying to do everything "in-house".
A client I am beginning to work with has a very specific need that I can't seem to find the best solution too nor any definitive yes or no because of conflicting answers in forums and documentation.
Goal: We are looking to use Moodle to handle the clients course management and course subscriptions. While using EE for other content as well as a store and cart to manage course related materials and supplies that will not be sold through Moodle.
Requirement: A synchronous cart so that if a student purchases a subscription to a course, they can also purchase any materials from the EE store in one go.
Upon doing my research I have found one piece that can help: aMember, but I cannot find a definitive Yes or No to these things:
Is Single Sign On between EE, Moodle, and aMember possible?
Is the cart functionality possible?
I apologize if this question is out of place here, but I'd very much like an answer because many of the proposed solutions have a relatively high cost if they don't work.
Any one here dealt with this kind of integration before?
I've never tried to integrate with Moodle or any other third party, but I know you'd have to create a way for the two to talk to each other. Would you use Moodle as the root authentication method? EE? I'm not sure which approach would work best. You can learn more about how to create that integration by browsing the EE add-on development documentation.
Also, depending on what your goals are, you may not need aMember at all. Take a look at Membrr, which excels at managing membership subscriptions. CartThrob and Brilliant Retail are two popular ecommerce add-ons for EE, and they're worth checking out, too.
Sorry I couldn't be more targeted with my answers. Hopefully someone with more experience can chime in as well. Best of luck!
I just completed a full EE/Moodle integration and would love to share how I did it. In a quick overview, We are using EE and CarthThrob to manage the purchases of the actual courses and Moodle for course delivery. What I ended up doing was a bit complicated but hopefully this will point you in the right direction.
Courses are sold through the EE site. When they're sold, I have a table that is populated on the cartthrob_on_authorize hook to populate a table with email address, role (student) and course id. I run a cron through Moodle to do remote enrollment so it will grab that data and enroll the student. This works both ways so if you delete a row from the table in EE, it will also un-enroll the student in Moodle.
I am using Moodle's user sync to pull in all of my EE users into Moodle on a cron job as well as using their remote authentication. One issue is that Moodle only offers SHA1 and MD5 out of the box so I had to modify their remote login script to first query the salt and then do a SHA512 hash of the salt and password for it to authenticate. What this does is allow users to log into Moodle using their EE credentials and creates the record to enroll the students against.
The biggest caveat is that you essentially have two different accounts on two systems and since EE stores its user data across multiple tables, you can't easily pull in data like First Name, Last Name so moodle prompts for this information (again) before taking a course. Not a great solution but it works. I am sure there are ways you could get around this (create an enrollment table that has all of this data in it to sync against Moodle with an EE extension).
Hope that helps move things in the right direction if you're still trying to do this.
We have created a solution close to what you are looking for in WordPress. Here we integrate Moodle with WooCommerce, an ecommerce solution for WordPress, to sell Moodle courses online.
Other features include:
Automatic registration to Moodle LMS
Single Login Credentials for registered users
Export Customer Information from WooCommerce
You can read indepth about the features here. http://wisdmlabs.com/woocommerce-moodle-integration-solution/