32 results found

1. 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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

2. car window tinting dubai

   Introducing window film is a titanic viewpoint for making security in your home without getting out any standard light. It doesn't cost a ton to do, yet it will zero in on generally that is sensibly fiddly close by expecting you get what you're doing. This video shows you all of the deceives you truly ought to be aware to drop by the best outcomes with an immaterial level of fight.
   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, as it will take out the key on the window film.
   2. Fill a sprinkle bottle with water and add a couple of drops of influencing grown-ups. Sprinkle the blend onto the window. This mix helps the film in with sticking to the window paying little mind to in the mean time licenses you to slide the film around so you can fit it sensibly into the corners before the mix dries.
   3. Measure the window to see how phenomenal a locale you really need to cover, allowing something like two centimeters to move past for the four sides withdrawing everything. Roll the window film out onto a level even surface and sort out an obliging system for secluding. For you set the film on the window, get stripping the sponsorship rolling the unassuming side of the film. Use veiling tape on the different sides of one corner to get the stripping rolling.
   4. Unequivocally when you've peeled off the standard five to ten centimeters of help, move the film up to the external layer of the window. Begin by setting up the astoundingly two corners. Genuinely when the film is sitting in a confusing position you can energetically start to take the rest of the dialing down.
   5. Each and every unimportant improvement strips the dialing down in stages. Use a wiper to streamline the film onto the window as you go. Begin the wiper in the opportunity of relationship of the window and push out to the edges. As you work down the window, use the shower holder to keep the surface as sprinkled as could be anticipated. It will give you a much smoother finish.
   6. Unequivocally when the wiper has the more massive air pockets out, use the little plastic scrubber to take out any more unnoticeable air pockets. You can sort out any little pockets of water in the mean time. Anything that unnoticeable degrees of wetness are left will work with the titanic on the film to drive a get attempts nearby the window.
   7. Right when all of the air pockets are out, take a sharp front and give the film a last trim at the edges of the window. Right when you've dealt with the edges, give the film one final scratch with the little plastic scrubber. Wrap the corners up as hard as could be expected, squeegeeing towards the outside, figuring out the last extra things of water.

   https://mistofmiami.com/car-window-tinting/

   Introducing window film is a titanic viewpoint for making security in your home without getting out any standard light. It doesn't cost a ton to do, yet it will zero in on generally that is sensibly fiddly close by expecting you get what you're doing. This video shows you all of the deceives you truly ought to be aware to drop by the best outcomes with an immaterial level of fight.
   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,… more

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

3. 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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

4. Connection to Zoho Commerce & Zoho Books user portal

   Good morning, we have an online store at Zoho Commerce and we think it would be nice to unify the Zoho Books customer portal with Zoho Commerce. Right now we are seeing that the user data is not synchronized, we have problems accessing the Zoho Books portal with the access data of Zoho Commerce. These two access portals should be linked in order to better serve customers.

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

5. client portal needs it's own tab

   Customer Portal Needs it's own tab in the customer view. So you can easily see comments, documents, invoices, credit limit, all that is shared other than estimates/sales orders/invoices.

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

6. 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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

7. 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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

8. SAML Login

   Please enable SAML login for client portal so that we can facilitate client with SSO facility.

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

9. 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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

10. Enabling Bulk Download of Invoices in Customer Portal

    Would be better if mu customer be able to dowload the invoices in bulk. Now it is only possible to view invoices one by one.

    1 vote

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

11. 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

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

12. Audit log of who accesses the client portal

    A simple way to track who is accessing the portal to gauge adoption

    1 vote

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close