Advanced Settings and More

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 also be enabled in ZPortals with "Show Multi Currency" toggle. Once toggled on, modules containing currency fields and data will display as displayed in Zoho CRM. If new currencies are added, select the "Sync CRM Currencies" button.



The setting can be found here in Zoho CRM:


This is an example of the designated currency in the CRM:



And subsequently, how it is displayed in the portal user's view:



Below "Currency Settings" is the "Search Results Record Limit" drop-down. By default, the plugin will only display 200 records at a time and if these settings are changed, the number of records loaded and searched will increase. Note that this may affect overall API usage.



Customize Alert Messages

Oftentimes the admin will prefer to control the error messages and warnings that are displayed to the frontend user. Depending on the action, you can customize these messages by Common errors/warnings, Login errors/warnings, Forget Password errors/warnings, Sign up errors/warnings, Profile errors/warnings, CRM Module related errors/warnings, Desk related errors/warnings, Books related errors/warnings, Subscription elated errors/warnings, Vault related errors/warnings and Workdrive related errors/warnings. Note that some of these errors and warnings are only applicable to the Default Portal Type, i.e., "Select a specific account in your account filter."


Portal Menu Management

Use this tab to re-order the menus and create sub menus:



Select "Update" at the bottom right after making changes.

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