Where is the Portal option?

Where is the Portal option?

Hi.
Im using the Trial period account. Id like to see how the portal works. The doucmentation says I can create a portal by going to Setup > Channels > Portals. However, I dont see the option. I can see Email,Telephony,Chat,Signals but no Portal option.
Thanks

    • Recent Topics

    • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

      It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

    • Billable Entries Not Syncing Between Zoho People and Zoho Books

      Hello Zoho Support Team, I’m experiencing an issue with the integration between Zoho People and Zoho Books. Here are the details: I created a project in Zoho People and linked it to a customer in Zoho CRM. The project successfully synced to Zoho Books.

    • [Free Webinar] Learning Table Series - Creator for the Finance Industry

      Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various

    • New UI of zoho people

      I recently switched to the new Zoho People UI, and I’m not happy with it. It’s confusing, and the navigation isn’t easy to use. In the old UI, I could easily view all leave applications for the whole organization. But now, I can only see leave requests

    • Issues with email signature not showing up correctly

      I've recently set up my Zoho mail account, and I've noticed some issues with my signature doing funny things such as the logo image getting blown up really large or showing up as an attachment or as text. The text next to which has my name and title is

    • Unable to fetch SaleOrders

      We are trying access SalesOrders on the new API, but we keep receiving the following error. We are using Postman to test. Error: URL: https://www.zohoapis.com/crm/v2/SalesOrders { "code": "INVALID_MODULE", "details": {}, "message": "the module name given

    • Automatic archive sent emails

      Hi, for compliance reasons we need to archive automatically sent emails, even when an email is deleted from the "Sent" folder. How to achieve that? Thx

    • Zero Support For A Paying Customer

      I opened a support ticket to get absolutely no responses. My support request is being 100% ignored. What am I paying for exactly?

    • Enable and disable modules within the Zoho Projects mobile app

      Hello, everyone! In the latest Android (v3.9.14) and iOS (v3.9.2) versions of the Zoho Projects app, we have introduced an option to enable and disable the modules within the app. Now, when an user signs up on the app, they can choose modules of their

    • Emails "To" showing Subject

      When I send an email template from a custom module, the To section is showing the Subject instead of the recipient email. When I click on it it still shows the email and sends, but it confuses people using it. Anyone know why this is showing this way?

    • NodeJS version for CRM custom functions

      It's been possible to write custom CRM functions in JavaScript: The NodeJS version seems to be quite old, according to the scripting functions docs though: The NodeJS editor uses the NodeJS 8.11. Is that version correctly documented? That is obviously

    • Zia Suggestions Bug

      Please fix this issue it's annoying (check video attached).

    • The email address you have entered belongs to a different deployment/region.

      Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

    • Update quote information without having to edit or force an edit function

      Hopefully I can explain this correctly!! Our quotes are created in a 3rd party system and then integrated into Zoho CRM Quotes module via the API. In Zoho quote I have some formula fields such as discount % and some aggregate fields for sub total and

    • Introducing Screen Share with Audio

      Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client

    • Blueprint automatic transition based on a field in the module

      I've made a Blueprint for sales orders. At some point, we have to ask a subcontractor to contact the customer to agree on an inspection date. If the desired delivery date is less than 21 days from today (Urgent), we want to sent the subcontractor an automatic

    • Zoho People in Nederland?

      Goedemiddag allen, Zijn er bedrijven in Nederland die naar tevredenheid gebruik maken van Zoho People? Wij zitten in de transitie naar Zoho One en vanuit de 'beste of suite' gedachte zou Zoho People dan ook een mogelijkheid zijn voor de HR administratie.

    • Access extensions while performing task blueprint transition - Zoho Projects iOS app update

      Hello, everyone! In the recent iOS version of the Zoho Projects app update, we have brought in support to access the extensions while performing the blueprint transition on the tasks. Please update the app directly from the App Store or using the link

    • 2nd and 3rd Email in Workflow fails to send

      I'm having trouble sending a 2nd and 3rd email in a Workflow. Here's a screenshot of the workflow. Again...like the last topic I posted...it's VERY SIMPLE and it still will not work. This is incredibly frustrating.

    • How to Perform Global Search

      Hi everyone, I am working on an integration project using the Zoho CRM JavaScript SDK. I’ve implemented functionality to create and open entity records, but I am stuck on a specific requirement: I need to implement a global search feature where given

    • Subscription warning makes no sense -- no response from support so far...

      I have a warning message on my Mail that reads: "Your Zoho Mail Subscription has expired and your account will be suspended on Nov 23, 2024. Renew immediately to continue services." I can see the invoice was paid on Nov 23rd and I'm confused as to why

    • Zoho Mail

      My domain and email hosting is Ionos, I'd like to switch to ZOHO, I purchased 1 user to do the test, I don't know how to set up. I have the following issue: 1. I tried to only transfer 1 mail account to test, once I set up as the suggestion, all other

    • Option to start the whatsapp conversation with a lead or deal from within crm

      Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads or

    • Error while setting up IMAP configuration

      Hi. We're getting the following error when we try to set up the IMAP configuration. How can we solve this problem?

    • Identify if fields used in function

      We're doing a lot of tidy up on our Zoho CRM modules but have 100s of functions. We need a way of identifying if these fields are used in any functions before deleting them. Is there a way to do this? Is there a way to search Deluge scripts on mass for

    • Export blueprint as a high-resolution PDF or image file

      This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or

    • I am not receving emails but MX records shows my domain is pointed to Zoho

      I am not receving emails but MX records shows my domain is pointed to Zoho I have added my TXT to my domain DNS and MXtoollookup shows it is working. my domain is cashbull.ca Please help me

    • Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chers utilisateurs, L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé! Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement

    • correo saliente bloqueado

      Tengo bloqueado mi correo saliente error 554.5.18 marcado como SPAMMER. Alguien entro en mi cuenta y logre recuperarla pero no me deja mandar correos y lo necesito urgente. No consigo desbloquearlo y no me contestáis por ningún lado. NECESITO AYUDA por

    • Payment

      Hi! I don't want to renew my mail. Will I be automatically charged the renewal amount? I don't understand how to cancel my subscription.

    • Missing Application Salesinbox

      We got some issues in Zoho CRM tools which is CRM application is known as Salesinbox. please add this application in our account best regards Shunyatax Global Fintech Solutions LLP

    • Error when sending out email via SMTP

      Hi, I recently started encountering an error when using my Zohomail account to send out emails. The error message was : sendEmail.exe[16528]: ERROR => ERROR => SMTP-AUTH: Authentication to smtppro.zoho.com:587 failed. rmtree failed: Directory not empty

    • Receive emails

      I am unable to receive any malls

    • Remove older possible matches

      Since Zoho Books only allows new users to import transactions for the last 90 days, we had to go through and manually enter all transactions since the beginning of the year. Now whenever we reconcile transactions that show up under Uncategorized Transactions,

    • Every morning an Employee's line manager gets an email saying they have not checked in even though they have

      Hello, We have an employee who's line manager received an email ever morning to say they are late checking in even though they have checked in on time?

    • Out of Office

      Hi, I'm trying to setup a out of office reply for Monday through Friday from 17:00-8:00 and Saturday and Sunday all day long. So basically I want to send back a out of office message when I'm not in the office. Is this possible ? I can make the Monday

    • UI Enhancements in list view for Zoho CRM

      Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • Add home page or dashboard in CRM customer portal

      is it possible to add home page or dashboard in CRM customer portal?

    • Next Page