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1. Ability to create a custom link or a web tab in the client portal. Can be used to link a form or add a custom web page.

   9 votes

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   0 comments  ·  Zoho Books  ·  Delete…  ·  Admin →
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   Gathering Information  ·  AdminReshma (Community Manager, Zoho Corporation) responded

   Hi all, 



   We have the Web Tab option within Zoho Books but not yet for the client portal. Send us an email at support@zohobooks.com with the use case of this requirement.

   

Regards, 

   Zoho Books Team

   Anonymous shared this idea  ·  Dec 19, 2015

2. Salesperson should not see the entire company's numbers

   39 votes

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   2 comments  ·  Zoho Books » Zoho Integrations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Dec 19, 2015