First Steps
Advanced Settings and More
Advanced Settings In Customization - Settings - Advanced the admin will have the option of enabling "Show Multi Currency" and this will sync from Zoho CRM - Setup - General Company Details - the Currencies tab. Once toggled on, modules containing ...
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 ...
Settings (Activate Modules)
You now have the Zoho apps you intend for users to access integrated with Zoho CRM and have connected said apps in the Zoho API settings section of the plugin. The next step in the process is to enable and customize each of the Zoho apps previously ...