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Jon

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  1. Automatically enable Client Portal through CRM

    39 votes
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    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

    Jon shared this idea  · 

  2. allow me to attach my Terms and Conditions PDF automatically to a Purchase order

    13 votes
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    1 comment  ·  Zoho Books » Purchase Order  ·  Admin →
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    Jon supported this idea  · 

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