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ZE Portal
ZE Portal for Zoho CRM
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Security & Privacy at ZE Portal
At ZE Portal, we believe your data should stay where it belongs: under your control. Our architecture is designed with a privacy-first approach, ensuring that we act as a secure gateway rather than a data silo. This article outlines how we handle ...Understanding Automated Portal Reminders and Statuses
Understanding Automated Portal Reminders and Portal Statuses The portal is designed to automatically "chase" end-users via email to ensure your requests are completed quickly. Here is a breakdown of when those emails are triggered and how you can ...How to Setup Zoho Prefilled Forms in ZE Portal
Integrating Zoho Prefilled Forms with Zoho CRM and ZE Portal Step 1 - Create a form Using Zoho Forms you can create a new form from scratch or choose from the available templates. Go to: https://forms.zoho.com and start building your form. See also: ...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 ...
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 ...Form Portal Item is Broken
If you click on a Form Portal Item (for example "Application Form") and it does not work, please report this to the business that sent you the portal. ZE Portal does not host any forms. The business that sent you the portal has provided a URL to a ...Understanding Automated Portal Reminders and Statuses
Understanding Automated Portal Reminders and Portal Statuses The portal is designed to automatically "chase" end-users via email to ensure your requests are completed quickly. Here is a breakdown of when those emails are triggered and how you can ...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 ...