Clients
- How do I create or import clients into my Zoho Practice organization?
- Is it possible to avoid adding or inviting my client to their Zoho Books organization while creating a new client from Zoho Practice?
- How do I add additional fields while creating a new client?
- Why am I unable to create more than five clients in my Zoho Practice organization?
- Why can’t I find the client’s Zoho Books organization while creating a new client in Zoho Practice?
- How do I import customers in Zoho Books as clients into Zoho Practice?
- Why is the user not listed as an active user in the client’s Zoho Books organization even though I’ve assigned them in Zoho Practice?