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 of the records.

This is what will show for the User in the menu called "Company Profile":

Action Permission is the menu (or module level) permissions you are granting users. For their Profile enable whether the user can edit data, view, add or delete attachments. These decisions will affect your connected Zoho CRM data and attachments.

Other Zoho CRM modules will have additional options for user permissions. Enable View, Add, Edit or Delete for the entire module:

Enabling "Filter by Date" will allow the user to filter if the date is added in the "View Settings":

The portal user will see this option next to "Closing Date":

Enabling "Download Data" will allow users to download a list of records, with the columns selected in "View Settings":

When the Zoho CRM module will only ever have one record for the portal user, you can enable "Open Single Record" to take the user right into the layout of the record when selecting the menu (there will not be a list of the one record):

If "Individual Field Edits" is enabled, the user will not have to open the entire record to edit, but rather edit individual fields within the layout. Note that each save will exhaust an API credit:

Zoho CRM Notes are available to enable for portal user interaction:

If Notes Settings are enabled, the Note will get created in Zoho CRM with appended information of the portal user:

Address Information can auto complete for the User if Google Maps has been integrated with the portal. See this article for more information on how to integrate Google Maps in ZPortals.

Make sure to select "Update" at the bottom right to finish the "Settings" and tab so that you can move into the "Layout" tab.

Customizing the Layout

In the "Default" portal type, the Profile menu will always be the primary Account data (meaning the Account Name field value populated on the Contact record). Hence the fields in the layout will be the Account fields from Zoho CRM.

In the Contact based portal, Profile will contain Zoho CRM Contact fields.

In the Vendor based portal type, the Profile menu will contain fields from the native Vendor module in Zoho CRM.

Use the "Sync New Fields" button to bring over any newly created Zoho CRM fields that need to be added to the layout. You can create new sections with the "Add a Section" button. Note that none of the changes for fields, sections and layouts will affect the Zoho CRM settings.

Adding a section will always be at the bottom of the page, make sure to scroll down and give each new section a title:

You can add external elements for the user to interact with in the main Profile page by using the "Add an Element" button. Once saved, the element will be added to the Custom Element section for you to drag into the layout:

The exception element is the "Custom Button" option which will prompt you to designate a position:

You can add in Zoho CRM Related Lists from the "Related List" area of the layout, simply drag it over and configure:

You can remove sections and related lists at any time using the garbage icon to the right.  Note that any required fields should be moved out of the section first. Click the gear button  in the related list to edit settings. 

To edit field permissions, remove the field or change it's size, click on the ellipsis to the right of each field:

Select "Save Changes" at the bottom right after making all of your customizations and updates. Note that "Reset Layout" will undo all of the changes right away.

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