Info Page

In the WordPress admin, navigate to ZPortals - Info. Use this menu tab as an admin resource to obtain short codes, view instructions by Zoho app, view the most recent Release Notes, access the Privacy Policy and Terms of Service and review the Error Log to assist in troubleshooting. Note that the error log contains information for the last four months:

    

There is a feature called "Portal Activity History" that keeps a running log of portal user activity, if enabled.

      

• Related Articles

• Add Wordpress Page(s)

  First thing first, Grab your shortcode. Navigate to ZPortals>Info>Portal Page Setup and copy your shortcode. The procedure is the same for both the Portal shortcode and Ecommerce shortcodes Once you have your shortcode copied navigate to the Pages ...

• License Page Overview

  The Admin Dashboard gives an overview of connected Zoho Apps, license details and active user counts. You can manage users directly from this menu and upgrade your subscription: Active users have registered for portal access by creating a password ...

• Configuring the CRM Extension

  After you have created your page on your Wordpress site you need to add the portal page URL into the CRM Extension. Your Portal Registration URL should include the https:// and not have a trailing "/" See this article on how to create your portal ...

• Connecting Zoho Subscriptions

  Prerequisites:  Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Subscriptions you need to grab your Organization ID from your Zoho Subscriptions Account (see screenshot below) and authorize.  You must be logged into Zoho in the same ...

• Connecting Zoho Books

  Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Books you need to grab your Organization ID from your Zoho Books Account (see screenshot below) and authorize. Open up https://books.zoho.com to obtain the org ID per ...