Portal
Setting up the portal
- What is the use of the customer portal?
- Can I customize the portal invitation mail content?
- I am getting a “Portal name already taken” message.
Portal contacts
- How can my customers login to the customer portal?
- Can I grant portal access to multiple contact persons for the same contact and with same email address?
- Will my customer receive an email if I comment on a document?
- My client is unable to log in to their portal using Zoho credentials. What’s the issue?
- Do my customers need a Zoho Account to access the customer portal?
- Can I delete the comments added in the customer portal?
- How do I check if my client has viewed the estimate/invoice I’ve sent him?
- If I change the customer’s email address, will they be able to view the old invoices in the portal?
Payments
- How can my customers pay an invoice via the portal?
- Can I have my customer pay an invoice directly without going through the portal?
- Can my customer download his “Customer Statement” from within the customer portal?
- Can my customers save their card details in the customer portal?
Yes
No
Thank you for your feedback!