Info Page

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.

• 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

  This menu tab gives an overview of connected Zoho Apps, the account details and usage broken down by available and used API calls, by current day, month over month and API usage by Zoho App. Two API calls are generated every time a User logs in (one ...

• Configuring the CRM Extension

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

• Obtaining a License Key

  Log into your account at https://zportals.com/client-portal (if you have not signed up for an account yet do so here) Once you are logged in: If you have not yet started your free trial go to My Plan> All Subscriptions and choose Start Now under the ...

• 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 ...