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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 ( under the same contact ) with the same email id?
  • When I comment on a document and mark the “Display in customer portal” option, will my customer receive an email?
  • My client is trying to enter his Zoho credentials for the portal but it is not going through. 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?
  • Will I be able to change my customer’s email address? Will he now able to view the old invoices in the customer 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?
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