Settings (Activate CRM Modules)

Settings (Activate CRM Modules)

After connecting Zoho CRM to ZPortals in the WordPress admin - ZPortals<Zoho API Settings, you will be able to begin to enable Zoho CRM modules to show as menus in Customization - Settings.

As per the definition of a module, this is a group of data records housed within Zoho CRM. Note that you will see “modules” created from integrations, i.e. Projects, Visits and some of these will not be available to configure properly in the portal.

Only toggle on native Zoho data modules, including custom modules that you wish to display to the user:
      

      As you toggle them on, a pop up will ask you to select the User Profiles that should have access. You will notice that the modules are added to the menu list on the left under Settings:
      

Once you have enabled the modules as menus select "Update" at the bottom right:



Custom Pages are a place to input various elements into a menu. The list of elements available will be similar to the elements from the dashboard. Visit this area of the KB for more information on elements.

You can use values from Zoho CRM URL fields (Account, Contact or Vendor specific depending on the Portal Type) and display in iFrames, as an example. 

The admin can designate menus and custom pages to be visible or not by User Profile (see more info on Profiles here):

      

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