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 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 ...

• Web Tabs

               Web Tabs allow for you to input external links or CRM URL fields and display them as menu items. You can add them as iFrames or have them open in a new tab when the User selects the menu option on the frontend. The admin can designate ...

• 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 ...