Custom Pages

           

*As of ZPortals' version 4.3.0, Web Tabs have been replaced with Custom Pages. Throughout the Customization menu, a new page can be added using this button at the top right:

 

This feature gives the admin the flexibility to add custom menus that are either existing CRM modules or external elements.

Start by selecting "Add New Page" in the WordPress admin>ZPortals>Customization

When adding the new page, either select an existing CRM module menu and configure the menu as you would any other CRM module intended to be a menu. See this article for more information

Or select "None" and enter a Menu Label to create a page that can be customized with external iFrames, Custom Buttons, Banners, Text Blocks or Video Links:

You can now configure the menu by toggling on "Show in portal menu," changing the name and configuring CRM module as menu settings:

Click into the "Layout" tab to add the elements, sections or layouts:

The admin can designate Custom Pages to be visible or not by User Profile (see more info on Profiles here).

      

What is an Iframe?

An Iframe is a website embedded within a website. This feature can be used to add Zoho Forms, Analytics Dashboards, internal Wordpress pages and much more. 

By using a field from Zoho CRM, you can make the menu item be dynamic to each user as well. 

 If your Iframe has a gray screen it means it is unable to be iframed, but you can choose to open in a new tab

Once complete with the General Settings and Layout, make sure to hit "Update" at the bottom of each page:

• Related Articles

• Custom Dashboards for Profiles

  You can now also create different Dashboards for each User Profile you create.  To read more about User Profiles check out our articles: Profiles Profiles Configuration Once you have created your profiles follow these steps to create the custom ...

• Settings (Activate CRM Modules)

  After connecting Zoho CRM to ZPortals in the WordPress admin - ZPortals<Zoho API Settings, you will be able to begin to enable Zoho CRM modules to show as menus in Customization - Settings. As per the definition of a module, this is a group of data ...

• iFrames

  iFrames are a popular feature for displaying Analytics dashboards, Creator Forms, internal Wordpress pages or external iFrames provided the external websites permits the URL to be iFramed. You can use iframes both as an element or a Webtab as a menu ...

• Configuring Zoho Books

  Settings: To begin configuring Zoho Books transactions within the portal, enable the collapsible main tab for the front end User by toggling on the “Billing” menu: Toggle on or off the transaction types that your User should see and give them a ...

• Customization - Profile Menu

  General Settings in the Profile menu is where you can toggle on the "Show in user portal", enter a custom menu label, an icon and set a date format if desired. Title and Description will be any custom information you would like displayed at the top ...