It is important to configure all your Zoho apps correctly before syncing them to the portal. This includes setting up each Zoho product and syncing it with the CRM, deduplicating contacts and ensuring your data and modules relationships are accurate. ...
In order to view eCommerce page, make sure the WordPress page is configured along with the short code provided in the setup instructions: Integrate Zoho Inventory with Zoho CRM (refer to Section 3 "Configuring your Zoho Apps") Once the page is ...
All Users: You can see all your users under User Management > 'All Users'. There are different tabs for 'Active', 'Inactive', and 'Unverified' users. You will find the deactivated users under the 'Inactive' tab. Users who signed up for an ...
The native Contact record in the CRM is the link that ties everything to a user in the client portal. All Zoho apps (except for Zoho Vault) to be displayed in the portal need to be integrated with the CRM. This will ensure that the Contact record ...
Customization and Layout: All of the tabs under Customization have instructions for each section. Hover over the instructions icon next to section names for the description on each section. You can add a menu icon by clicking into the menu ...