Customize Portal Alert Messages

Users will see warnings or messages throughout the portal as a result of various actions. Define those messages based on menus and permissions you have granted your users throughout the portal.

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• Create and Edit Portal Pages (Menus)

  When Zoho apps are connected in ZPortals' Portal Setup, the admin can enable and configure them as menus. The menus can be customized by providing a user friendly name, editing permissions and modifying the layout among other options and features. ...

• Portal Menu Management

  Once the menus are configured and finalized, use the "Portal Menu Management" to re-order menus and to create parent menus.

• Portal Type - Contact Based / Account / Vendor Based Setup

  We offer three Portal Types to optimize the User experience - Account Based (Default) portal, Vendor Based portal and Contact Based portal. Please note that once you select one option, you will not be able to revert to the other option without ...

• Create the Portal Page

  Navigate to the Pages menu in Wordpress and select Add New at the top or in the collapsed menu: Give the page a title and paste the copied short code [zportals] in the editor. The URL generated will be the one to input into the ZPortals Zoho CRM ...

• User Surveys And Announcements Overview

  Our User Survey feature can assist in displaying messages and announcements or gathering valuable feedback from your users about the portal experience. Add a portal User Survey here to get feedback from your portal users by clicking the "Add User ...