Add in the ability to show Custom Fields in Customer Portal
In Zoho Books - the customers that log in through Customer Portal should be able to see Custom Fields added in to their contact within Zoho Books.
Would make managing customers online a lot easier!!
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Hi there,
We now have the option to display custom fields present in the contact module in the client portal.
You can enable this option while creating the custom fields.
Hope this helps.
Regards
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Scott commented
We would like it if you could have them set so they can either edit them or so they can't edit them. Plenty of uses for it! That way we can roll out the client portal to use with our clients - otherwise at the moment the client portal doesn't have much use at all to be honest for our business.
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Tanel commented
Makes total sense. Enabling custom field editing in client portal, could be set as a field option to show in the portal or not.