Introducing portals for trial editions, allowing bulk operations, option to remove users, and more
Hello everyone,
Portals has provided admins an avenue to let their customers, stakeholders, partners and others access CRM modules and data as required for their business.
To enhance user experience and provide ease of working we have brought-in the following enhancements:
Introducing "Users" tab
The Portal user type UI is now divided into two tabs: Configuration and Users. The configuration tab can be used for editing the portal tab configuration and field permissions. While the user related activities like adding portal users, sending invitations, finding active users etc., can be done from the Users tab.
- The configuration tab can be viewed by users who have the manage portal permission.
- The users tab will be viewed by those who have manage the portal users permission.
List of bulk functionalities
Inviting users and other related operations are currently performed manually which is time-consuming, to allow quick actions we have introduced the following bulk operations:
Inviting users - From the Users tab, there is an option to Invite users and send them invitation in bulk.
Upon clicking Invite users, you will be redirected to the respective module (for which portal is been created) and select users in bulk.
Deactivate users - Active users can be removed or deactivated from the portal.
Change portal user type - Users can be transferred to another portal in bulk.
Reinvite, activate or remove users - Unconfirmed users can be re-invited or removed. Likewise, the deactivated users can be re-activated.
Criteria based filter for users
To facilitate easy identification, we have introduced a user filter where admins can quickly spot the users from the following criteria:
- Active
- Confirmed
- Unconfirmed
- Deactivated
Bulk operations can be performed on the users depending on the criteria they belong. For example, unconfirmed users can be re-invited or removed.
Reason for failure in sending invitation
There are several reasons due to which the portal invitation can remain unsent to the users. Once the invitation is sent, a message will pop in the CRM account showing the number of successful or failed invitations.
By clicking on the failure reasons you can see the list of users who did not receive the invitation and the reason.
Some reasons for failure are listed here:
- Domain matches with the super admin's domain - The portal user belongs to the company domain. You cannot send an invitation to your employees or anyone who uses your company domain.
- Record is waiting for approval - If the record is awaiting approval from any approval process, then the invitation will not be sent as the record will be locked during this period.
- Record is waiting for review - If the record is part of the review process then a portal invitation will not be sent to the record.
- Record has not got the consent - If a user has enabled consent as part of the GDPR process, then portal invitation will not be sent.
Editing Portal URL
Earlier the portal URL selected in the beginning of the configuration was non-editable. We are now allowing editing of the URL if needed.
Kindly note that there will be no automatic notification sent to the portal users about the change of URL. They should be intimated individually.
Supporting related modules from both lookup and multi-lookup fields
Earlier, only those modules that were linked through the lookup field were displayed as the related modules. Now we are also allowing the modules that are linked through the multi-lookup field also. Therefore, one record can be shared with multiple users.
Portals for trial edition users
Until now Portals was available only for the paid edition users, we are now making it available for Enterprise and Ultimate trial editions too. They can use it for the 30-day trial period. Once configured, the system-defined default portal for the Contacts module will be created to which they can add a maximum of 10 users.
In case, the trial account is not upgraded to Enterprise or Ultimate paid edition the following actions will be taken:
- If you subscribe to Standard or Professional paid editions then the portal created in the trial edition will be retained.
- If you subscribe to Free edition then the portal details will be deleted after 30 days.
Kindly refer to the help doc for more details.
Regards,
Anumita Gupta
Zoho CRM
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anumita Gupta
Louis Stanley
Sticky Posts
Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Bug in allowing the user to buy out of stock items
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres anyTransition Criteria Appearing on Blueprint Transitions
On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven'tZoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.Transfer all Related Data to new Account Owner
Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I reallyCan i connect 2 instagram accounts to 1 brand?
Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?Add an external email to the allowed list
I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.How to Calculate MTTR (Mean Time to Resolve)
We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)How to export project tasks, including the comments
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see theUnable to see Zoho contacts in Zoho app on ios
Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in ZohomailDoes Zoho Sheet Supports https://n8n.io ?
Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? ThanksBigin Android app update: User management
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:Share records with your customers and let them track their statuses in real time.
Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status ofLive webinar: Discover Zoho Show: A complete walkthrough
Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and featuresDeal Stage component/widget/whatever it is... event
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,Create advanced slideshows with hybrid reports using Zoho Projects Plus
Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure whenAdd an option to disable ZIA suggestions
Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflowFormula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function
Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'ProgressCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesZoho CRMの流入元について
Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、In App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theError While Sign in on Zoho Work Drive
Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browserChoosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might bestElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowUnified Directory : How to Access ?
I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?Translation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extendedUnified task view
Possible to enable the unified task view in Trident, that is currently available in Mail?Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.
Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid GlassImporting data into Assets
So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parentAllow instruction field in Job Sheets
Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggleStreamlining Work Order Automation with Zoho Projects, Writer & WorkDrive
Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosenThe dimensions of multilingual power
Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, ZohoMulti-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.Accessing Zoho Forms
Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there withoutArchiving Contacts
How do I archive a list of contacts, or individual contacts?Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becauseIssue with the Permission to Zoho Form
I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin accountCRM templates
Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?Meet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.Pending Sales Order Reports
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.Next Page