Zoho Creator Customer Portal

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Zoho has become a popular platform used by many businesses. However, it has many aspects that one should know to understand completely about it. One of such aspects is Zoho CRM Customer Portal. This is the best way for any business or organization to permit its clients and customers to login into their fanatical inner system and access the constrained data. Users can easily make use of Zoho creator portals, rather than creating their own security mechanisms and authentications.  They can also login into their dedicated portal, submit data and access shared application. The most important thing they can do is to see and edit only submitted records.

Zoho CRM customer portal plays a crucial role in helping users to solve their issues by themselves. You are free to customize the portal according to your needs and give the access to your customers. For instance, you can easily customize tabs and font of the customer portal in accordance with the same shades utilized in the website of a particular organization. At such time, when the customers access your portal, they can easily see the shared solution in your tickets and portal and view the tickets status sent by them anytime. The benefits you can avail from this are customer satisfaction and considerable lessening in your incoming support tickets. The administrator of the website can customize the portal of customer support, add portal users and manage the access permission.

How to manage Customer portals?

Here are the things you can use in order to manage the customer portals

  •    Customer portal Link
  •    Add a portal user manually
  •    Enable self sign-up for portal users
  •    Enable auto-invite for portal users
  •    Edit a portal user
  •    Re-invite a portal user
  •    Activate or deactivate customer-portal users
  •    Export the details of portal users

Zoho Support offers broad marking alternatives for your client entry. You can customize the web gateway to meet your marking needs utilizing HTML and custom CSS (falling templates) code.

You can invite clients to the portal of customer service. In Zoho Support, as it has furnished you with an email layout to welcome your clients. In any case, you can tweak the client gateway welcome email before send it to your clients.

By | 2019-05-28T14:13:41+10:00 March 2nd, 2017|Blog, Project Management|0 Comments

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