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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.