Plugin: An application or tool that is installed onto WordPress to increase features. 

Example: ZPortals is a plugin. There are other plugins that add features to WordPress websites- LearnDash, WP Mail, Loco Translate to name a few.

  App/Application: The Zoho tools we integrate with. 

Example: Zoho CRM, Zoho Books, etc. 

  Module: A group of data records within Zoho CRM, (excluding one's created by an integration) that collect information for day to day usage. 

Example: Leads, Contacts, Accounts, any Custom Module. 

  Record:  A single entry within a module. 

Example: 1 Contact, 1 Account. 

  Field:  A data point within a record. This is what will sync with ZPortals to show the information inside of a record. 

Example: First Name, Last Name, Email. 

  Lookup:  A field within a module that connects two modules together. 

Example: Account field in the Contact record.  This creates a One to One relationship between a Contact and an Account, and a One to Many relationship between Account and Contacts.  

              

  Multi Select Lookup: A field within a module that connects a single module entry to multiple entries in a second module. 

Example:  Accounts field in the Contact record.  This creates a One to Many relationship between a Contact and Accounts.  

Example:  Multi Select in both records.  This creates a Many to Many relationship between Contacts and Accounts (meaning multiple accounts can have multiple contacts and vice versa)

  Linking Module: A module that sits in between two modules to add additional relationship information.

Example: A Contact belongs to many Accounts, but has a different role, phone number, or other information that differs between each Account. 

  Section: A grouping of fields for better organization

Example: Address Details section could include Billing Street, Billing State, Billing City, Billing Zip fields. 

  Layout: Organization of sections and fields. 

  Related List: A result of the lookup relationships in Zoho CRM that works as a quick reference to related records. If it is available in Zoho CRM, it can be used in ZPortals' layouts.

  Subform: A secondary, embedded table within a module record that contains columns and rows and contains the same field types as the Zoho CRM layouts. It also has the ability to aggregate data.

  Element: External aids and tools within ZPortals' dashboards, menus and layouts that serve to explain, enhance or appeal the portal user experience.

  Attachments: File attachments that reside within a record of the CRM. 

  User: A contact in the CRM that has been added to ZPortals user table. 

  Profile: Depending on your portal type, the menu represents data of the Account, Contact or Vendor record of a user. See this article on selecting the appropriate portal type.