Modules

When ZPortals is authorized on the WordPress site, all modules are brought over in this menu. Some might even be as a result of Zoho CRM integration, i.e, "Google Ads" or internal CRM tabs like "My Jobs." Only true data modules will work as menus in ZPortals- those that contain records and exist as actual data tables. 

Check the modules you would like your portals to view as menus and select "Update" at the bottom left. You will be able to configure the menu in the menu called "Portal Pages."

• Related Articles

• Customization Overview

  The Customization menu of ZPortals is where the admin can manage all of the content of the portal. Modules The first section contains the CRM modules that were brought over when Zoho was authorized with ZPortals. Select the modules you want to enable ...

• Parent / Child, Multi-Account and Contacts

  Parent/Child, Multi-account and Contacts The plugin supports Zoho CRM parent / child Account relationships as well as multi-account relationships within the Default Portal Type. This means that a Contact (User) can be directly associated to a Parent ...

• What it is and How it Works

  ZPortals is a WordPress plugin so it has to be installed on a WordPress website. If your website is currently built on another CMS/platform we recommend installing WordPress on a subdomain to run the portal. Once installed, the plugin will need to be ...

• 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 ...

• Zoho CRM Configuration

  All Zoho apps (except for Zoho Vault and Workdrive) to be displayed as menu tabs in the portal need to be integrated with the CRM. This includes setting up each Zoho product and syncing it with the CRM, deduplicating CRM contacts and verifying that ...