Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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31 results found
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1. Clean the window totally with an evil neutralizer based window cleaner and wipe it dry using a wiper. Guarantee that all of the window cleaner is tidied up,…1 vote -
Allow customer to order
Pls add the option to allow customer to see the products catalogue and order items in a selfservice way.
3 votes -
Credit Notes visibility
I believe Credit Notes are not visible for the customers through client portal. Please make this available.
4 votes -
Give the ability to customize the look and feel of the client portal
Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.
1 vote -
Zoho Sign integrate to portal
I suggest client can access easily on zoho sign and see all their files signup
4 votes -
Self Client Registration Portale
I suggest client can signup themself in Client Portal it's easy and fast.
Client portal it's just a form with all fieled need to make invoice.3 votes -
For custom portal, allow any portal name as it will be unique to that domain
For custom portal, allow any portal name as it will be unique to that domain
1 vote -
Vendor Portal Menu Order
The menu on the left of the client portal goes in the order of Estimates, Invoices and then Sales Orders ... The process flow is Estimate, Sales Order, Invoices, Payments Made ... You can't invoice before a sales order is sent ...
1 vote -
Cleaner and easier custom domain for portal
I have a custom domain name setup for my books account - one proble i have is that although my domain names are easier for zoho services i.e book.domain.com or support.domain.com my clients have a harder time remembering the client portal address which is more like:
https://invoice.domain.com/portal/portalname/login
my clients are constantly losing this link and have to ask me to remind them of it, and even i cant remember this url chain.
why couldnt it be invoice.domain.com/client or even client.domain.com or portal.domain.com etc like all other zoho services - it would be nice to be able to map a specific…
5 votes -
SAML Login
Please enable SAML login for client portal so that we can facilitate client with SSO facility.
1 vote -
Client Portal As a Tool of Document Exchange
Client portal should also be used as medium of document and information change between Business entity and Vendors and same should not only be restricted to documents related to invoices so under option along with Convert to invoice and reject another option must be added of accept document even without converting into invoice
2 votes -
Customer Portal can have reports pushed from Zoho Creator
Currently we are working on setting up production reports for our customer in zoho creator and will be making mit available for our customers via the customer portal but this will be a different login, instead if there is an API availale to make these reports to be shown on the books portal itself, the customer wouldnt have to login multiple times.
1 vote -
Client Portal Profile Picture or Logo
Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.
6 votes -
Add Access to Client Portal
Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.
8 votes -
Share Links for clients
I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…
3 votes -
Customize client portal
Not all organizations using books work in the same type of niche or business, so it would be nice to be able to edit the portal menu names/sections/tittles and even be able to select what sections the client can see. This way you can adapt the portal to better fit your type of business
6 votes -
username portal not email
It would be nice if we could have the username to the customer portal not be an email. We have customers who have multiple accounts with us but have a single email as the contact (so they have to provide us with a different email and/or they cannot set up their multiple accounts on the Zoho Portal). It would be nice if that customer (with multiple sites) could create a unique username for each of the sites rather than be forced to have the username as the email.
1 vote -
Price List
Sharing the customer specific price list in the client portal could further stream line the process of enq-quote-order process
7 votes -
Syncronize documents between diferent Zoho Books organisations
When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.
So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.
2 votes -
Material receipt acknowledgement Field in customer portal
When my customer is able to bulk acknowledge the material receipts against the invoices in Customer portal,It would be treated as our digital Proof of delivery and if zoho enables option to download the acknowldgement status in excel,it would be fantastic
1 vote
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