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
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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 LinkDashboard 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 ...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 ...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 ...Settings (Activate Modules)
You now have the Zoho apps you intend for users to access integrated with Zoho CRM and have connected said apps in the Zoho API settings section of the plugin. The next step in the process is to enable and customize each of the Zoho apps previously ...