First Steps
Advanced Settings and More
Advanced Settings In the WordPress admin - ZPortals Customization - Settings, click on the Advanced tab for Zoho CRM currency settings and setting a limit on the number of records the users can search. If Zoho CRM has multiple currencies, this can ...
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 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 ...