Knowledge Base
Zportals
Web portals for Zoho
Recent Articles
Configure Zoho Vault
Zoho Vault does not have a native integration with Zoho CRM and thereby, makes it unique among the Zoho apps in ZPortals. It is a standalone configuration that starts in ZPortals - Portal Setup. Enable and authorize it and head over to ZPortals - ...Configure Zoho Sign
In order to display Zoho Sign documents in ZPortals, make sure you have installed/integrated the Zoho Sign CRM marketplace extension. This integration creates a module of Signed Documents that is mapped to the Account and Contact: In ZPortals - ...Configure Zoho Desk
Zoho Desk tickets can be displayed in the portal as long as it is properly integrated with Zoho CRM. After connecting Zoho Desk in ZPortals - Portal Setup, navigate to Customization - Portal Pages - Tickets to enable the menu. Note* As of ZPortals' ...Configure Zoho Subscriptions
Allow users to directly manage their Zoho Subscriptions plans in ZPortals as long as Zoho CRM is properly integrated with the Finance Suite. After connecting Zoho Subscriptions (Billing) in ZPortals - Portal Setup, navigate to Customization - Portal ...Configure Zoho Books
Zoho Books transactions can be displayed within ZPortals as long as Zoho CRM is properly integrated with the Finance Suite. After connecting Zoho Books in ZPortals - Portal Setup, navigate to Customization - Portals Pages - Zoho Books to enable the ...
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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 ...