Quick Links

Add multiple links, external or from the CRM, that your users may find useful or need easy access to.

Note that you can only add this element once but add several quick links in one element.

On the Dashboard Content or Layout area click Add an Element>Quick Link

• Related Articles

• Video Links

  Embed videos for your user to view right within the homepage.  Please use embed links On the Dashboard Content or Layout area click Add an Element>Video Link

• Dashboard Content

  This customization feature is where you can provide useful information for your Users as well as an aesthetically pleasing interface. It will be the first page your Users see so make it count! To get started go to ZPortals>Customization>Dashboard ...

• Getting Started with Zoho Workdrive

  Use this integration for client document management. It gives Users the ability to view, download and upload documents to their specific Zoho Workdrive client folder. The Wordpress admin can also set up notifications and customize the email template ...

• Custom Pages

  *As of ZPortals' version 4.3.0, Web Tabs have been replaced with Custom Pages. Throughout the Customization menu, a new page can be added using this button at the top right: This feature gives the admin the flexibility to add custom menus that are ...