Configuring Zoho Apps
3.9 - Inventory Setup (eCommerce)
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 ...
3.4 - Workdrive Setup
To enable Zoho Workdrive in the portal, you need to download the Workdrive extension 'Zoho Workdrive for Zoho CRM' by going to CRM settings > Marketplace > All 'Zoho Workdrive for Zoho CRM' creates the WorkDrive folder URL and Workdrive Folder ID ...
3.8 - Vault Setup
Prior to enabling Zoho Vault in the Portal Plugin, please ensure the following: Zoho Vault has been added to the Zoho One suite of products and the Administrator has a profile and secrets set up. The passphrase will be the one linked to the Super ...
3.6 - Zoho Sign Setup
Prior to enabling Zoho Sign in the Portal Plugin, please ensure the following: The Zoho Sign extension for the CRM has been installed in the CRM's Marketplace: Back in the portal, navigate to Zoho API Settings > Zoho Sign Authorize the ...
3.7 - Subscriptions Setup
Ensure CRM and Subscriptions are integrated by going to CRM settings > Marketplace > Zoho: If you have integrated Zoho Finance Suite, you can find the details by clicking on 'Manage' under the Zoho Finance Suite. Ensure all modules are properly ...
3.3 - Desk Setup
Ensure CRM and Desk are integrated by going to CRM settings > Marketplace > Zoho. Back in the portal, navigate to Zoho API Settings > Zoho Desk. Enable the integration. Enter the Organization Id and authorize Desk. Follow the instructions in ...
3.2 - Books Setup
Here is a quick overview of the Books setup:
3.1 - CRM Setup
Here is a quick overview of the CRM setup:
3 - Configuring your Zoho Apps
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. ...
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3.4 - Workdrive Setup
To enable Zoho Workdrive in the portal, you need to download the Workdrive extension 'Zoho Workdrive for Zoho CRM' by going to CRM settings > Marketplace > All 'Zoho Workdrive for Zoho CRM' creates the WorkDrive folder URL and Workdrive Folder ID ...
Introduction
Welcome to Catalyst Connect’s Client Portal Plugin for WordPress. This application serves to extend Zoho data to third party stakeholders who may need to access or update information throughout the Zoho product suite. There are 3 main benefits to ...
4 - User Management for Account Based Portal
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 account, but ...
1 - Start Here: Setup Checklist
Here is a short list of components needed to successfully run the Portal Plugin: Required Components: We recommend configuring the following items in order: Obtain a License Key by subscribing here Download and connect all your Zoho Apps, learn more ...
5 - Setting up the portal landing page
Please copy and paste this shortcode on the page you would like your portal to display on. Shortcode : Please choose the following page template : CCG Client Portal Please copy and paste this shortcode on the page, if you want to use the e-commerce ...