Additional Subscription Support

• Related Articles

• 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 ...

• Am I tied to my Subscription?

  No, you are free to cancel your subscription at any time. However, please note that if you cancel your subscription, any portals that have been created will no longer work and the Zoho CRM extension will stop functioning.

• 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 ...

• 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 ...

• 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 ...