Several Companies in one client portal
Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.
Jenelia Dcruz commented
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Vladimir Rüntü commented
This suggestion is one more business case for this one: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/41551633-associate-one-contact-person-to-multiple-companies
Yurima Coto commented
This is definitely a required improvement, a single login for the customer to see all his different provider accounts.
This is so required. I have a client who has 7 stores - each under an individual incorporation. The only way for him to see his invoices is to create 7 different email ids! No surprise he refused - and we are left no option but to email him 7 times each month.
We are now in talks with a client with over 30 locations. I can see their Head Office already shaking their heads.
Agree, this limit makes it difficult to bring on bigger customers.