Clifford P
My feedback
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Clifford P supported this idea ·
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5 votes
Hi,
We would like to know more about your requirement. It would be great if you could drop an email to support[at]zohoinvoice[dot]com, explaining the flow you would like to achieve in Zoho Invoice.
Looking forward to your response.
Regards,
Reshma.Clifford P supported this idea ·
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19 votes
Clifford P supported this idea ·
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39 votes
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,
ReshmaClifford P supported this idea ·