Client Portal Customization

Client Portal Customization

We would LOVE to be able to customize the Client Portal by adding additional buttons to the portal dashboard with our own unique links outside of Zoho.

We have other client portals and want the ability to house all our client's links within the Zoho Client Portal so they can access everything from one place.

A step further would be the ability to create several templates of Client Portal and have the ability to assign specific Portals to different clients.  For example, if 5 our of clients just use one of our services we would assign them that portal with an extra buttons to navigate to that offering.  If others clients use three of our services we would have a template with those three additional buttons to link them to those three services.

Please let me know if this is something that has been discussed before or is in the works.  And if it is being developed at what stage in the process is it.

Thank you

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