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How do I customise the portal’s invitation mail content in Zoho ERP?
You can personalise your portal’s invitation mail content to meet your business requirements. To do so:
- Go to Settings.
- Under Organization Settings, select Email Notifications under Customization.
- Scroll down to Purchases on the left pane and select Vendor Portal Invitation.
- Click Show Mail Content next to the template you want to customise.
- Make the required changes and click Save.
The mail content will be customised.