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 ...
Configuring Zoho Books
Settings: To begin configuring Zoho Books transactions within the portal, enable the collapsible main tab for the front end User by toggling on the “Billing” menu: Toggle on or off the transaction types that your User should see and give them a ...
Configure Zoho Subscriptions
Use this integration to allow Users to view and edit Zoho Subscriptions right within the portal. Zoho Subscriptions is part of the Zoho Finance Suite of products so please ensure that the apps are integrated with Zoho CRM. This integration is not ...
Configure Zoho Desk
Use this integration for frontend Users to submit and view tickets directly from Zoho Desk. Refer to the instructions page here for initial configuration steps. Ensure that Zoho Desk and Zoho CRM are integrated. See Sync Zoho CRM with Zoho Desk for ...
Configure Zoho Workdrive without Zoho CRM extension
Configure with Zoho Workdrive Requirements: ZPortals with Zoho Workdrive connection authorized. Add 2 fields to the Account module (for Account Based) or Contact Module (for Contact Based) in your CRM Folder ID - Single Line Text Field - (You can ...