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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 ...
Configure Zoho Subscriptions
Use this integration to allow Users to view and edit Zoho Subscriptions right within the portal. Zoho Subscriptions is part of the Zoho Finance Suite of products so please ensure that the apps are integrated with Zoho CRM. This integration is not ...
Configure Zoho Inventory (eCommerce)
This integration will allow Users to access an online store and purchase products directly from Zoho Inventory. Zoho Inventory is part of the Zoho Finance Suite so make sure the app is integrated with Zoho Books and that Zoho Books is integrated with ...
Configure Zoho Vault
This integration will allow your Users to share, view, edit and delete passwords within the shared chamber(s). An integration between Zoho CRM and Zoho Vault is not required. Requirements: Connect Zoho Vault Authorized Zoho User's Passphrase ...
Configure Zoho Workdrive for Zoho CRM extension
Configure with Zoho Workdrive for Zoho CRM extension Requirements: ZPortals with Zoho Workdrive connection authorized. Zoho Workdrive for Zoho CRM Extension Zoho Workdrive Team Folder ID Zoho Workdrive Parent Folder ID This only applies to the ...