Info

Access quick and useful information in this menu including instructions for connecting Zoho apps and a link to our KB. 

This menu will contain screenshots and info on where to find org IDs from the various apps, starting with CRM:

• Related Articles

• Definitions

  Below please find a list of frequently used terms and their explanations. Plugin: An application or tool that is installed onto WordPress to increase features. Example: ZPortals is a plugin. There are other plugins that add features to WordPress ...

• Email Notifications Overview

  Admins can modify the ZPortals email templates. There are certain merge tokens that should NOT be modified in the password reset email. Another consideration is to ensure that SMTP is configured on the site so that the email notifications do not go ...

• All Users Overview

  All users in ZPortals have to be Zoho CRM contacts. When Users self register for ZPortals or when they are added manually in the Users menu, they will be added as a contact record in the CRM. The Contact ID, email and username are linked. It is best ...

• General Settings Overview

  Title and Branding Continuing on same basics of the portal, it's important to identify and provide a title for users in the "Portal Title" field. This will appear to the left of the portal when the user logs in so it can be something as basic as ...

• User Registration Overview

  Onboarding and inviting Users to the portal is an important step in the configuration. ZPortals offers the flexibility of inviting Zoho CRM contacts using the button from our Zoho CRM Marketplace extension. The same invite can be triggered in ...