Do not let Client Users Access a project
I am brand new to Zoho and love everything so far, especially the ability to connect projects to unique contacts in ZOHO CRM plus! We are have a set series of tasks that must be completed per customer and that is why we are using ZOHO projects. I would like to see which contact is associated with a specifit project on both the project and on the contact record.
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I DO NOT WANT THE CONTACT TO BE INVITED TO A PROTAL TO VIEW THEIR PROJECT!
Is there a way to not invite a contact to view a set project that they are linked to? Perhaps there is a setting we are missing? Can we simply turn off the portal? If we associate a client account (and then client contact as a sub-account, would that work?)
Whatever you can do to help is appreciated...
Stephen
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Stephen Sovenyhazy
Faiyazudeen I
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