Before you can install the ZPortals plugin you need to install and set up Wordpress. Most hosting companies offer a 1-Click installation, however not all do. Here are the various different ways to get started with Wordpress: Domain vs Sub Domain We ...
License Page Overview
This menu tab gives an overview of connected Zoho Apps, the account details and usage broken down by available and used API calls, by current day, month over month and API usage by Zoho App. The subscription renews on the date of signup, for example ...
Configuring the CRM Extension
After you have created your page on your Wordpress site you need to add the URL into the CRM Extension. Your Portal Registration URL should include the https:// and not have a trailing "/"
Plugin: An application or tool that is installed onto Wordpress to increase features. Example: ZPortals is a plugin App/Application: The Zoho tools we integrate with. Example: Zoho CRM, Zoho Books, etc. Module: A group of data records within ...
Requirements for ZPortals
In order to set up and use ZPortals you will need to have the following: Paid Version of Zoho CRM (Zoho One, Standard, Professional, Enterprise, Ultimate, CRM Plus) Wordpress 5.7 (Installing Wordpress) PHP 7.4 or higher No duplicate Contacts in CRM ...