Have you ever tried to customize SharePoint Online modern pages? It could be a very challenging procedure especially if you don’t have much time to study it deeply.
In Office 365 SharePoint, “modern pages” web parts are one of the most useful and revolutionary web parts provided by Microsoft. Modern pages can help you to fully customize the look and feel of your Office 365 environment easily without worrying about technical details. Modern page authors can publish data-rich content that looks great on any device, is backed by the full power of Office 365, and includes built-in functionality such as social features, contribution models, comments, and ratings.
Continue reading “How To Add a Form to A SharePoint Online Page”
Merchant onboarding practices are the first impression of your business to a merchant. If you cut corners or fail to follow industry best practices, this will reflect poorly on your business and cause merchants who might have otherwise conducted business with you to run for the hills.
Companies must exercise caution when onboarding new merchants because the payments sector is constantly expanding and changing. They must make sure that good merchants may be approved as quickly as possible and in a simple way while preventing bad ones from entering their system.
Continue reading “How To Create an Effective Merchant Onboarding Process”
Customer services portals have really changed the way that businesses interact with their customers. A customer portal has many uses, depending on what you want the portal to achieve.
Understanding how to build a customer portal requires a good knowledge of how such portals are used internally for support, and how your customers can benefit from their use.
Continue reading “Can I Build a Customer Portal with SharePoint”
The SharePoint vs. OneDrive question is one that customer service team members and even IT professionals are often asked. It’s a question that honestly shouldn’t be so confusing because SharePoint and OneDrive are Microsoft cloud storage products with common characteristics. But there are some key differences between the two which can help us in that decision.
Continue reading “Sharepoint Vs Onedrive: Which Option Best Satisfies My Needs?”
When a company starts a SharePoint project, they frequently concentrate on document management at first. Most SharePoint project budgets frequently go into creating new sites and transferring documents to them. Getting document management right does make sense, but it’s also critical to demonstrate to stakeholders that the solution is much more than just a place to store documents.
One of the most overlooked SharePoint functionalities is its integration with Microsoft Forms. Microsoft Forms is an online form builder software that allows you to easily create customizable, easy-to-use forms, polls, or questionnaires. Since its release, it has become for some organizations an integral part of its operations and processes (both internal and external).
Continue reading “How To Improve Your Business Efficiency Using Forms with SharePoint”
No matter how anti-tech you are, unless you’re Amish, you need to use the internet daily, whether to conduct your business, stay in touch with loved ones, or for educational purposes. The internet is a wonderful place full of information and possibilities but also It is a place where if you do not take the necessary precautions when sharing information, you could be putting yourself at risk.
Continue reading “The Best Way to Send Documents Securely Online”
Companies nowadays store and handle all kinds of data about their customers. The power of digital record keeping means that your business can store more detailed kinds of information, and in larger quantities than ever before. Naturally, your customers trust your business to keep their information safe, and this is of the utmost importance for any business if it wants to remain viable.
Continue reading “Client Confidentiality: Can Your Customer Trust Your Organization with Their Information?”
Through the first few years of your career, you may need to write several types of professional emails to request assistance with various tasks. These emails might be an important part of getting information that can help you complete a project or gain knowledge from others in your company.
In this article, we’ll explain how to write a professional and effective request email. We’ll also offer steps to assist you in writing your email and a sample email for requesting documents that you can use as a model.
Continue reading “How To Write a Professional Request Email (Using An Email Request Template)”
Tax season is coming! And some people are finishing up their federal and state income tax returns in large numbers.
They eventually will complete the paperwork and have it prepared for submission. If you prepare your taxes online or with the help of online accounting, you might be tempted to send tax documents by email. It is simple, easy, and convenient you can save time and you will be able to meet your next tax deadline.
Continue reading “How To Safely Send Your Tax Documents for Your Next Tax Declaration”
File Request Pro provides you with an easy way to gather support requests from your customers. It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customizations.
Use File Request Pro to quickly create one-page or multi-page customer support forms that give your team the information they need to deal with customer problems.
Continue reading “An Alternative to Salesforce’s Web-to-Case Feature That Supports Attachments”