Recent Articles
Customization - Profile Menu
General Settings in the Profile menu is where you can toggle on the "Show in user portal", enter a custom menu label, an icon and set a date format if desired. Title and Description will be any custom information you would like displayed at the top ...
Advanced Settings and More
Advanced Settings In the WordPress admin - ZPortals Customization - Settings, click on the Advanced tab for Zoho CRM currency settings and setting a limit on the number of records the users can search. If Zoho CRM has multiple currencies, this can ...
User Surveys
Collect feedback from your Users by activating a Zoho Survey. The survey can be displayed upon login or logout and you can choose from the following question types: - Text - Long Text - Checkbox - Rating (Likert) A title is required and you can add ...
Input License Key
Once the plugin has been activated, a ZPortals menu will have been created in the WordPress admin. Input the License Key (provided in the ZPortals portal menu, "Licenses") Note: make sure to remove any extra or trailing spaces that may have been ...
Install ZPortals in WordPress
Download ZPortals to your local drive, access the latest version here: https://plugin.zportals.com/downloads/zportals.zip In the WordPress admin, follow these steps to install the ZPortals plugin that you downloaded locally: Go to "Plugins" on the ...