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.
- Can I set a password for the customer portal? If yes, how do I do it?
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?
