Customization Overview

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 as user menus and then scroll down and hit "Update." This will add the menus you can configure along with the other Zoho apps you enabled in "Portal Setup":





Dashboard Content

Generally, this is the first page users see upon logging in to the portal. 

Portal Menu Management

Once menus are enabled, come to this area to re-order them and create parent menus.

Public Access Settings

Create a directory using a CRM module for all website visitors.

Design

Select your branding colors for elements throughout the portal.

    • Related Articles

    • 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 ...

    • User Registration Overview

      Onboarding and inviting Users to the portal is an important step in the configuration. ZPortals offers the flexibility of inviting Zoho CRM contacts using the button from our Zoho CRM Marketplace extension. The same invite can be triggered in ...

    • 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 ...

    • Admin Dashboard Overview

      This is the first menu in ZPortals and will serve as a helpful tool for user stats, unique logins in the last 30 days and easy access to the page short codes. You will be able to identify connected Apps along with portal activity history when it is ...

    • 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 ...