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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 ...
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 ...
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 ...
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 ...