Advanced Settings Overview

If website users are already accessing WordPress through another login page or if you prefer to use a custom login page, the admin can bypass the ZPortals default login page in this menu.

Admins can also control the number of records to search with our API "Search Results Record Limit" field, enable the CRM multi currency feature and enable the ability for the portal to check User Profile updates upon refreshing the page.

• Related Articles

• General Settings Overview

  Title and Branding Continuing on same basics of the portal, it's important to identify and provide a title for users in the "Portal Title" field. This will appear to the left of the portal when the user logs in so it can be something as basic as ...

• API Settings Overview

  The first step in the actual set up is to authorize Zoho data on to the site. In this menu, you will select your local Zoho domain, i.e., zoho.com, zoho.eu, etc and the Portal Type. ZPortals offers three- Contact Based, Vendor Based and the most ...

• Customization Overview

  The Customization menu of ZPortals is where the admin can manage all of the content of the portal. Modules The first section contains the CRM modules that were brought over when Zoho was authorized with ZPortals. Select the modules you want to enable ...

• Design Overview

  Your WordPress website will have a general theme applied that will govern things like fonts, headers and footers and other general formatting. ZPortals offers some design capabilities for the elements within ZPortals containers that include out of ...

• WordPress Settings and Themes

  There are some recommended settings in the WordPress admin, whether the site is new or existing. Make sure the timezone is correct in Settings - General: For best performance, you should set your permalink to post name in Settings - Permalinks: When ...