Customer Portal
Setting up the portal
- What is the use of the customer portal?
- How do I set up a custom domain for my portal?
- My portal is disabled. How do I enable it?
- How do I customise the portal invitation mail content?
- When I try to update my portal name, I receive a message stating that the name is already taken. What should I do?
- How do I change my portal name?
- Can I set my customer’s password for the customer portal?
- How do I change the background color of the customer portal?
- Is it possible to add a tab to the customer portal to include more information?
Portal contacts
- How can my customers log in to the customer portal?
- Can I grant portal access to multiple contacts that have the same contact person?
- I can’t seem to find an option to enable customer portal for this contact.
- When I comment on a transaction and check the “Display in Portal”, will my customers receive an email?
- My customer is trying to log in to the customer portal using their Zoho credentials but they are not able to log in. 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 transaction I’ve sent them?
- Why can’t I enable customer portal for my vendors?
- Will I be able to change my customer’s email address? Will he now able to view the old invoices in the customer portal?
- How do I check if the customer portal is enabled for a customer?
- My customer cannot locate the Pay Now button to pay for an invoice in the Customer Portal. What should I do?
Payments
- How can my customers pay for an invoice from the customer portal?
- Can my customer pay for an invoice without logging in to the portal?
- How can my customers view their account statement/statement of accounts from the customer portal?
- Can my customers save their card details in the customer portal?
- If my customer is also my vendor, will they be able to view the purchase transactions I’ve created for them in the portal?
- Is it possible for my customers to pay in bulk for multiple invoices via the portal?
Other Actions in the Portal
- Is it possible for my customers to choose the items they want from the customer portal?
- Is it possible for my customers to view the custom status of the sales order from the portal?
- If I enable the multi-currency transaction option, which currency will my customer see in their portal?
- Which of the modules are accessible for my customers to view within the portal?
Yes
No
Thank you for your feedback!