Popular Articles
Definitions
Below please find a list of frequently used terms and their explanations. Plugin: An application or tool that is installed onto WordPress to increase features. Example: ZPortals is a plugin. There are other plugins that add features to WordPress ...
Portal Type - Contact Based / Account / Vendor Based Setup
We offer three Portal Types to optimize the User experience - Account Based (Default) portal, Vendor Based portal and Contact Based portal. Please note that once you select one option, you will not be able to revert to the other option without ...
Zoho CRM Configuration
All Zoho apps (except for Zoho Vault and Workdrive) to be displayed as menu tabs in the portal need to be integrated with the CRM. This includes setting up each Zoho product and syncing it with the CRM, deduplicating CRM contacts and verifying that ...
What it is and How it Works
ZPortals is a WordPress plugin so it has to be installed on a WordPress website. If your website is currently built on another CMS/platform we recommend installing WordPress on a subdomain to run the portal. Once installed, the plugin will need to be ...
ZPortals First Steps
In order to install the ZPortals plugin you need a WordPress installation. If you already use Wordpress, skip the below and proceed to setting up ZPortals. Is your website built on WordPress? I don't know: Please check your website site -> Check if ...