Plugin: An application or tool that is installed onto Wordpress to increase features. Example: ZPortals is a plugin
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.
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 method, it represents the Account record or the Contact record of a user.