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Customize Portal Alert Messages
Users will see warnings or messages throughout the portal as a result of various actions. Define those messages based on menus and permissions you have granted your users throughout the portal.
Create and Edit Portal Pages (Menus)
When Zoho apps are connected in ZPortals' Portal Setup, the admin can enable and configure them as menus. The menus can be customized by providing a user friendly name, editing permissions and modifying the layout among other options and features. ...
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 ...
Portal Type - Contact Based / Account / Vendor Based Setup
We offer three Portal Types to optimize the User experience - Account Based (Default) portal, Vendor Based portal and Contact Based portal. Please note that once you select one option, you will not be able to revert to the other option without ...
Configure Zoho Workdrive
Use this integration for client document management. It gives Users the ability to view, download and upload documents to their specific Zoho Workdrive client folder. The Wordpress admin can also set up notifications and customize the email template ...