WordPress Settings and Themes

There are some recommended settings in the WordPress admin, whether the site is new or existing. 

Make sure the timezone is correct in Settings - General:

For best performance, you should set your permalink to post name in Settings - Permalinks:

When you first install Wordpress it comes with a standard theme with very little capabilities. In almost all cases, it's best to change themes for new sites. This will give you a bit more control over the design of a newly launched WordPress website.

ZPortals works with any theme available in Wordpress, both free and paid. The WordPress theme will dictate the over arching design, font, colors, formatting for the website and thereby will have some effect on ZPortals.

To install a Theme go to Appearance>Themes>New then choose your theme, install and Activate. 

Once installed (or if you already have a theme) go to Appearance>Customize to set up your theme. 

If you are using a site builder like Elementor Pro or Divi, you can set a more custom header using those tools. 

• Related Articles

• Design Overview

  Your WordPress website will have a general theme applied that will govern things like fonts, headers and footers and other general formatting. ZPortals offers some design capabilities for the elements within ZPortals containers that include out of ...

• Advanced Settings Overview

  If website users are already accessing WordPress through another login page or if you prefer to use a custom login page, the admin can bypass the ZPortals default login page in this menu. Admins can also control the number of records to search with ...

• API Settings Overview

  The first step in the actual set up is to authorize Zoho data on to the site. In this menu, you will select your local Zoho domain, i.e., zoho.com, zoho.eu, etc and the Portal Type. ZPortals offers three- Contact Based, Vendor Based and the most ...

• General Settings Overview

  Title and Branding Continuing on same basics of the portal, it's important to identify and provide a title for users in the "Portal Title" field. This will appear to the left of the portal when the user logs in so it can be something as basic as ...

• 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 ...