Questions about ZohoCRM's portal features

Questions about ZohoCRM's portal features

thanks for the care from you every time.

I have a question about ZohoCRM's portal feature.
Products are displayed to the customers invited in the standard portal, but the products and prices to be displayed differ depending on the segment of the customer.

Is it possible to control display/hide by conditions on an item-by-item basis instead of a tab-by-tab basis?

    • Recent Topics

    • Tip 49#: Obtaining global reports in Zoho Sprints

      Zoho Sprints comes with data analysis capabilities like reports and dashboards that enable the project teams to introspect quantifiable information. These reports and dashboards are project specific. Recently, a user contacted us regarding a requirement

    • Clone entire dashboards

      If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

    • Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

      APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked

    • Allow native Webhooks to authenticate via Connections

      Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing

    • Zoho desk extension update custom field

      Hi all, I'm trying to update a custom field in my zohodesk extension. But the documentation is fairly unclear. The custom field is named "testveld". The api name is cf_testveld I'm trying to update it like this: ZOHODESK.set('ticketForm.cf_testveld',

    • Zoho Expense Auto Tracking Sync Fails "Request Timed out"

      I am testing this feature to move away from MileIQ who significantly raised their prices. It seems to be tracking but it is not syncing unless I manually perform a resync under "Drives pending Sync". I am not sure what would be causing this, as some drives

    • Zoho projects dependancies is a joke

      About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a proper

    • How to show product cards in your chatbot

      Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

    • Zoho Team Inbox - roadmap

      Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

    • Zoho Projects Coming to CRM Teamspaces

      Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules

    • Canva Integration

      Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

    • Editing Draft Fixed assets

      I have a few Fixed Assets still currently in Draft Status that I need to edit. I need to edit the Fixed Asset Type, the Fixed Asset Account, the Accumulated Depreciation account and the Depreciation account. Once I have done it and attempt to "Save as

    • Zoho Status Pages: Our Domain Has Changed — Here's What You Need to Know

      We're making a change to how you access Zoho Status Pages. Our status page domains have been updated to provide a more consistent and region-specific experience across all locations. If you have the old domain bookmarked or referenced anywhere — emails,

    • The Social Wall: May 2026

      Hello everyone, This month, we're excited to introduce two powerful features designed to help you create more engaging content and streamline your team's communication workflow. Adding audio via Zoho Social Audio is one of the biggest drivers of engagement

    • SalesIQ : How to disable "Idle chat handling" ?

      Hello SalesIQ Team. SalesIQ, How to disable "Idle chat handling" ? I would like to disable the option “Automatically close chats that have been idle for a specified amount of time.”

    • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

      Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

    • Customising Outcome drop down

      Is it possible to customize the drop down list for appointment outcomes?

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

      Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

    • Partial payments for retainer invoices

      When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.

    • Custom Display Field for Lookup Dropdowns in Zoho CRM

      Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and

    • Create custom field in multiple modules

      I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create

    • Add Specific Identification as an Inventory Costing Method

      --- Business Context We are a security systems distributor handling high-value, serialized products such as IP cameras, NVRs, and RAID storage systems. Each unit is uniquely identified by a serial number and arrives in separate shipments at varying purchase

    • Creator Portal Page Customization Issues

      I have been using Creator to make Portals recently. Yesterday, I created a new portal and noticed that the page customization editor ("Open Builder") was different. Using the new page builder, I was able to customize and add an image to the various sign

    • Zoho Books - Budget Creation and Reporting Tags

      Is there a way to create one budget for multiple reporting tags. For example, if my company has 4 different divisions I would like to be able to enter in what the budgeted revenue for each division is and view that information in 1 budget. I would then

    • Razorpay + Zoho Billing + Zoho Books Integration

      Please help us set up this integration.

    • Why is Approval Hierarchy Not Available for the Expenses Module in Zoho Books?

      Hello, I noticed that Zoho Books allows us to configure approval workflows and approval hierarchies for modules such as Bills, Vendor Credits, and Invoices. However, the same approval hierarchy option does not seem to be available for the Expenses module.

    • Zoho Mail Android app update - Traditional Chinese language and contact nickname support

      Hello everyone! The Zoho Mail Android app now includes support for the Traditional Chinese language. You can change the language to Chinese (Traditional) from the Settings module of the Zoho Mail app. You can also view the nickname of the contacts within

    • Get Cliq Meetings in my O365 calendar

      Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

    • Latest update in Zoho Meeting | On-demand webinars

      Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility

    • Replicating Zoho Books "Accounts" and "Accrual Transactions" in Analytics via API: Best Endpoint Strategy?

      Hi everyone, I am working on a custom integration where I need to programmatically replicate two specific tables in Zoho Analytics via API on an hourly schedule: Accounts and Accrual Transactions. Those two tables sync from Zoho Books. (Note: I am aware

    • Terms & Conditions

      I have defined Terms & Conditions in the invoice setting and have set %TermsAndCondition% where I want it to appear but nothing shows up in that area. Is this something we have to define per invoice or can we have a global variable?

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • On-prem version of Zoho Desk

      Is there an on-prem version of Zoho Desk available for enterprise customers if we have additional aspects of security that aren't covered with current legal and data security terms?

    • SPAM Filter cleanup

      I was under the impression that the SPAM filter would automatically clear itself, however re-reading the message it says: What does this mean? How often does this get emptied automatically?

    • Hyphen in domain names

      I am facing problems while hard-coding an email address with a - in the domain name. I get the error Lexical error at line 4, column 24. Encountered: "@" (64), after : "" I recall that Zoho Domains also had an issue with hyphens and I think the issue with the sendmail api is the same. Could this be fixed?

    • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

      Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

    • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

      Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when

    • #9 Win the Job First

      For many businesses, the first document that goes out isn't an invoice. It's a document that creates ample space to negotiate, discuss requirements, align expectations, and ultimately win the deal. The whole of the business world calls it a Quote or,

    • Add Video link to interview record

      Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to the

    • Next Page