Add Ability to Set Full Name When Inviting Users to Private Client Portals
Hi Zoho Creator Team,
We hope you're doing well.
We’d like to request a usability improvement for client portal invitations in Zoho Creator.
When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access it), the invitation process currently allows us to input only the user’s email address, with no option to specify the user's full name.
As a result, the system extracts the part of the email address before the "@" symbol and uses it as the recipient’s display name in the invitation.
This can result in unprofessional communication. For example if the client email is catlover1234@domain.com
Hi catlover1234
You have been invited to access...
Instead of a properly formatted message like:
Hi Ram Freedman
You have been invited to access...
This creates a poor first impression, especially when inviting clients or partners to use our portal.
Feature Request:
Please add the ability to set and customize the full name of the client when sending invitations to the portal, so that the invitation emails appear more professional and personalized.
Please add the ability to set and customize the full name of the client when sending invitations to the portal, so that the invitation emails appear more professional and personalized.
This would significantly improve the client experience and allow us to maintain brand standards in our communications.
Thank you for considering this enhancement!
Best regards,
Ram
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