The Customer Portal of Zoho Support plays an important role in helping customers resolve their issues by themselves. You can customize this portal according to your requirements and give your customers access to it. For example, you can customize the colors of the background, font and tabs of the customer portal in accordance with the colors used in your organization's Web site.
When customers access your portal, they can view solutions that you have shared in the portal, add requests and see the status of the requests sent by them, around the clock. This results in increased customer satisfaction and considerable reduction in your incoming support requests. Administrators can add portal users, customize the customer-support portal and manage access permissions.
This section is for administrators. It includes links that give information about managing the customer portal, setting permissions and customizing the homepage of the customer portal.
You can do the following to manage the customer-service portal:
You can set permissions and show or hide various options in the customer-service portal. These include:
You can complete the following tasks to customize the homepage of the customer portal:
You can configure the theme of the customer portal
You can invite customers to the customer-service portal. In Zoho Support, we have provided you with an e-mail template to invite your customers. However, you can customize the customer-portal invitation e-mail before send it to your customers.
This section is for customers. It provides details about how a customer can direct sign-up for customer portal besides links about using and customizing the portal.
Customers can direct sign-up for a customer self-service portal with their own e-mail address. To know more on the procedure for direct sign-up click here.
When customers access the customer-support portal, they can do the following: