Planning Your Portal
Plugin: An application or tool that is installed onto Wordpress to increase features. Example: ZPortals is a plugin App/Application: The Zoho tools we integrate with. Example: Zoho CRM, Zoho Books, etc. Module: A group of data records within ...
Account Based vs Contact Based Portal Types
We offer two Portal Types to optimize the User experience - Account Based portal and Contact Based portal. Please note that once you select one option, you will not be able to revert to the other option without uninstalling, reinstalling and ...
Planning for Your Portal
Just like any other project, it is important to plan out your needs and expectations to help you ensure a smoother setup process. As part of your ZPortals subscription you get a full Onboarding session with our team, and we can help guide you. To ...
Parent/Child Accounts vs Multi-Account and Contacts.
Parent/Child, Multi-account and Contacts The plugin supports Zoho CRM parent / child Account relationships as well as multi-account relationships. This means that a Contact (User) can be associated to a Parent Account record in Zoho CRM and see ...
Understanding Zoho API Settings
The plugin works with a number of Zoho applications, however Zoho CRM must be connected to the plugin first. All subsequent Zoho Apps must be integrated with Zoho CRM with their corresponding data linked to the Account (and/or Contact) record in the ...