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    Topics

  • General
  • Settings & Configurations
    • Users & Roles
    • Taxes & Compliance
    • Setup & Configurations
    • Customization
    • Customer Portal
    • Vendor Portal
  • People
    • Employees
  • Customer & Vendors
  • Items
    • Coupons
    • Pricing Widgets
    • Price Lists
      • Apply Price List in Three Ways
      • Associate a price list with customer
      • Configure Access Permission
      • Create Price List in Foreigin Currency
      • Enable Price List
      • Price Lists
    • Item Categories
    • Composite Items
    • Add Columns in Item Table
    • Configure Taxes for Items
    • Item Name in Different Language
    • Items Not Shown in Invoice Export
  • Inventory
    • Packages
    • Shipments
    • Assemblies
    • Inventory Adjustments
    • Replenishments
    • Picklists
  • Contributions
  • Sales
    • Quotes
    • Sales Orders
    • Invoices
    • Subscriptions
      • Dunning Management
    • Payment Links
    • Credit Notes
    • Dropshipments
    • Backorders
  • Purchases
    • Purchase Requests
    • Request for Quotes
    • Purchase Orders
    • Bills
  • Travel & Expense
    • Trips
    • Expense Reports
    • Advances
    • Corporate Cards
  • Payroll
  • Time Tracking
  • Filing & Compliance
  • Accounting
    • Banking
      • Banking
      • Automatic Bank Feeds
      • Broken Bank Feeds
      • Display Bank Transctions
      • Manually Add Transactions
      • Revert Transctions
    • Budgets
      • Employee Expense Budgets
      • Company Budgets
    • Manual Journals
      • Manual Journals
      • Notes in Manual Journals
      • Post a Manual Journal
      • Record Withdrawn Amount Using Manual Journals
      • Reverse a Journal
      • Use of Manual Journals
    • Bulk Update
    • Currency Adjustments
    • Chart of Accounts
    • Transaction Locking
      • Transaction Locking
      • Benefits of Transaction Locking
      • Create Transactions on Lock Date
      • Edit Transaction Locking Details
      • Supported Modules
      • Unlock Transactions in Zoho ERP
    • Fixed Assets
      • Fixed Assets
      • Cancel Fixed Assets
      • Capture Additional Information For Fixed Assets
      • Clone Fixed Assets
      • Enable Fixed Assets
      • Filter Fixed Assets
  • Analytic Reports
  • Integrations & Marketplace
    • SMS Integrations
    • Shipping
  • Employee Portal
    • My Settings

Customer Portal

General

  • Is it possible to add a tab to the customer portal to include more information?
  • How do I change the background color of the customer portal?
  • How do I change my portal name?
  • How do I customize the portal invitation mail content?
  • Can I delete the comments added in the customer portal?
  • How do I check if my client has viewed the transactions I’ve sent them?
  • Can my customer pay for an invoice without logging in to the portal?
  • Can my customers save their card details in the customer portal?

Single Sign On

  • How can my customers completely log out from both the IdP and Zoho ERP?
  • Can I use a single IdP to configure SSO for multiple Zoho applications?
  • How does enabling or disabling Custom Domain for my organization affect the SSO set up?
  • How can I resolve SSO login issues reported by customers in the Customer Portal?

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