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 ...