Can I grant portal access to multiple contacts that have the same contact person?
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Zoho Books- I can’t seem to find an option to enable customer portal for this contact.
This might occur if the contact to whom you are trying to grant portal access has a contact type “Vendor”. In order to grant portal access you need to change the Contact type as “Customer”. In order to change the contact type, follow the below steps ...
How can my customers login to the customer portal?
Whenever, you enable portal access, an invitation mail will be triggered automatically from Zoho Books. Your customers need to accept this invitation in order to access the portal. To enable the customer portal for a contact for the first time, in ...
Zoho Books -Can I set a password for the customer portal? If yes, how do I do it?
Yes, you can. Here’s how you can do it: Open the contact for whom you wish to set the portal password. Click on Configure Customer Portal, if you have already enabled it for the customer. If not, click on Enable Customer Portal. In the pop-up that ...
Zoho People Unable to access Zoho People account - ' Your organizational account already exists'.
This error occurs when you have not been added to the Zoho People account, although you are part of the Zoho Account organization. Contact your administrator to add you to your Zoho People account to gain access.
Zoho Books - How can my customer update the card details in the customer portal?
To do this, your customer needs to log into the portal, click on the arrow next to his name and select the option ‘My Account’. Options to modify contact and credit card details can be found here.