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 ...
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 ...
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 ...
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 ...