Bryant Zimmerman ← Feedback Forum My feedback 3 results found View customer portal on behalf of specific customer 3 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 3 comments · Zoho Books » 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 herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Bryant Zimmerman commented · Jan 4, 2021 · Edit… · Delete… I agree with this it is bad form to have to ask a customer for their login or to show you their login. Our sales and accounting staff need this for training and support purposes. Save Submitting... Payment Methods via Portal 20 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 2 comments · Zoho Books » 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 herePlease sign in to leave feedback Signed in as (Sign out) Close Close Bryant Zimmerman supported this idea · Jan 4, 2021 Ability to disable credit card but allow ACH using Authorize.net 7 votes Vote Vote Vote Vote We're glad you're herePlease 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 · Zoho Books » Online Payments · 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 herePlease sign in to leave feedback Signed in as (Sign out) Close Close Bryant Zimmerman shared this idea · Jan 4, 2021
I agree with this it is bad form to have to ask a customer for their login or to show you their login. Our sales and accounting staff need this for training and support purposes.