Intro to CRM Extension

Intro to CRM Extension

Our CRM Extension enables you to extend ZPortals plugin and automate user invites, auto approval, and a few other handy things. Once installed you can map your domain, customize the invitation email template, and start the setup for your invitation process. 


When you install this extension the following gets added to your Contacts Module:

Fields
  1. Username
  2. Last Login Date
  3. Auto Approve
  4. Portal Invitation Sent
Email Template
  1. New User Registration
Workflow Alert
  1. Portal Registration Email
Workflow Rule
  1. Send Portal Registration Email
Button
  1. Invite to Portal


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