Plugin: An application or tool that is installed onto Wordpress to increase features.
Example: ZPortals is a plugin
The Zoho tools we integrate with.
Example: Zoho CRM, Zoho Books, etc.
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.
A single entry within a module.
Example: 1 Contact, 1 Account.
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)
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.
A grouping of fields for better organization
Example: Address Details section could include Billing Street, Billing State, Billing City, Billing Zip fields.
Organization of sections and fields.
File attachments that reside within a record of the CRM.
A contact in the CRM that has been added to ZPortals user table.
Depending on your portal method, it represents the Account record or the Contact record of a user.