Advanced Settings and More

Advanced Settings and More

Advanced Settings

In Customization - Settings - Advanced the admin will have the option of enabling "Show Multi Currency" and this will sync from Zoho CRM - Setup - General Company Details - the Currencies tab. Once toggled on, modules containing currency will display as displayed in Zoho CRM. If new currencies are added, select the "Sync CRM Currencies" button.

In Zoho CRM:

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.

    • Related Articles

    • Settings (Activate Modules)

      You now have the Zoho apps you intend for users to access integrated with Zoho CRM and have connected said apps in the Zoho API settings section of the plugin. The next step in the process is to enable and customize each of the Zoho apps previously ...
    • Zoho Books

      Use this integration for frontend Users to see transactions with your organization and allow them to make online payments (make sure to configure a payment gateway first in Zoho Books). Follow these steps if Zoho Books was enabled in the Zoho API ...
    • Public Access

      ZPortals allows you to create a public directory of a CRM module that is available to all of your website visitors (not only portal Users). It can solve for real estate agents that would like to show open properties, companies that sell products and ...
    • 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 ...
    • Data Relationships / Lookups

      The thread that weaves data together in Zoho CRM and in the plugin will be the Contact record and the needle will be lookup fields, to the Contact from Zoho CRM and the Data Relationship options in the plugin. Settings General Settings, toggle on the ...