Account Based vs Contact Based Portal Types
We offer two Portal Types to optimize the User experience - Account 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 uninstalling, reinstalling and reconfiguring the plugin in WordPress.
Account Based Portal (Default): An Account Based Portal is where the Account module in the CRM is the primary component. In ZPortals the Profile menu item will show the Account Module from the CRM to all contacts who are invited.
Use this type:
- if you use the native Zoho CRM Account (and native Contact) module
- if you are B2B
- if you need more than one contact to be tied together (ie. Household, etc)
You are able to set permissions at account level or contact level with this portal type.
For example, you have a company (Accounts module) and orders (Deals module) and you want the user to only see the orders where their contact is connected.
Contact Based Portal: A Contact Based Portal is where the Contact module is the primary component. The Profile menu will show the Contact's record.
Use this type:
- if you do not use your Accounts module
- if you are B2C and do not need to group contacts together
You are only able to set permissions at the single contact level with this portal type.
If you decide to later use the accounts module you will have to uninstall and reinstall the plugin in order to make this change, so if there is any question select Account Based (Default).
In summary, the link that ties everything back to a user in the client portal will be the native Contact record in the CRM.
Parent/Child Accounts vs Multi-Account and Contacts.
Parent/Child, Multi-account and Contacts The plugin supports Zoho CRM parent / child Account relationships as well as multi-account relationships. This means that a Contact (User) can be associated to a Parent Account record in Zoho CRM and see ...
Planning for Your Portal
Just like any other project, it is important to plan out your needs and expectations to help you ensure a smoother setup process. As part of your ZPortals subscription you get a full Onboarding session with our team, and we can help guide you. To ...
Connecting Zoho CRM
Choose your domain type in the drop down that matches your Zoho account domain, i.e. https://zoho.com for USA, https://zoho.eu for Europe, etc and Select your Default Portal Type. See Account Based vs Contact Based Portal Types for more details. ...
Sync Zoho CRM with Zoho Finance
In your Zoho CRM, navigate to Settings - Marketplace - Zoho to review or setup integrations: The Zoho Finance and Zoho CRM integration: This includes Zoho Books, Zoho Subscriptions and Zoho Inventory Enable the Finance ...
Understanding Zoho API Settings
The plugin works with a number of Zoho applications, however Zoho CRM must be connected to the plugin first. All subsequent Zoho Apps must be integrated with Zoho CRM with their corresponding data linked to the Account (and/or Contact) record in the ...