Portal Menu Management

Once the menus are configured and finalized, use the "Portal Menu Management" to re-order menus and to create parent menus.

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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. ...

• 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 ...

• 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 ...

• Create the Portal Page

  Navigate to the Pages menu in Wordpress and select Add New at the top or in the collapsed menu: Give the page a title and paste the copied short code [zportals] in the editor. The URL generated will be the one to input into the ZPortals Zoho CRM ...