Client Cannot Access Her New Portal: Cookie Is Disabled (But Is It?)
Has anyone run into a problem with clients unable to activate their portals because they cannot set their own password? I started using Books a few months ago and only created about 20-30 portals so far.
Most seemed to work but 4 people told me they were getting a message about having to enable cookies. They say cookies are NOT disabled in their browsers. One tried on both computer and phone.
Any feedback on this, please?
Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated on every
Zoho Books (UK edition) in the post-Brexit era
Dear users, As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books. VAT Treatments Pre-Brexit,
Zoho Books is now integrated with Slack messenger
Hello, Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integration
Webinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.
Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda : https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
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