Recent Articles
How to use Forms in your Client Portals
One of the Portal Item Types is a "Form". This allows you to link the End User to an external Form (such as a Zoho Forms form, a Gravity Forms form, and many other online forms that allow you to set hidden fields that are filled via the URL ...
How to Customize Email Templates
IMPORTANT: Ensure that any custom Email Templates you create are saved to the "ZE Portal" Folder in CRM Templates. In Zoho CRM, click "Settings", then under "Customization" click "Templates". Find the generic ZE Portal Email Templates and click on ...
How to use Merge Tags
ZE Portal allows you to use Merge Tags in many fields within the Portal, Portal Items, and Portal Templates Just type "#" followed by the a the name of the field, for example "#last" will show you all the merge tags that are available with "last" in ...
Create Additional Portal Item
You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that automatically creates a Client Portal Item (and links it to an existing Client Portal). For example, you can use this when you receive a form ...
Create Portal Script
You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that creates a Client Portal Record (with all the Client Portal Items from your chosen Template). The below script will use a ZE Portal built-in ...
Popular Articles
Accessing my Portal
You will receive an email from a business who subscribes to ZE Portal. That email will have a button that leads to your specific portal. The portal is accessed using a secret hash in the URL. Therefore, you do not need to enter a username or password ...
Uploading Documents
When your portal loads, there may be one or more items listed under "Action Required". When you click on these items, a popup will appear and if the action item is for you to upload a document, then you will click "Choose Files" and you can select a ...
How to Subscribe to ZE Portal
Visit our About Page and use the button at the bottom of the page to sign up for a subscription Be sure to enter your Zoho CRM "Org ID" correctly when signing up. Your Org ID is shown in the URL bar when you are on any page within Zoho CRM. For ...
The Org ID on my subscription is incorrect
Please send an email to help@zeportal.net explaining this and include a screenshot of the ZE Portal Extension from inside your Zoho CRM. To find the extension settings, click "Settings", then click "All" under "Marketplace" in the settings page. Then ...
How do I manage my Subscription
Visit https://subscriptions.zepartner.net and login to your account. If you do not already have an account, sign up for an account using the same email address you used to sign up for your subscription. Your subscription is billed monthly. You can ...