Too Many Portals

Too Many Portals

We use many of the Zoho applications such as Books, Desk, Subscriptions

Each one has a portal.

So for our customers to get what they want to know, they have to login to each portal separately.
This is not user friendly at all.  Our customers should be able to login to a single place and we should be able to determine what they can and cannot do within each application.

For example, I might let them view invoices from books, maybe update address and phone numbers.
From Desk portal, they could submit a ticket, FEATURE REQUEST, etc.
From Subscriptions - maybe update card on file but not cancel the subscription.  For example, our subscriptions have minimum terms (12 months, 24 months).  We don't mind if they cancel but we don't want i to take effect until minimum terms are met per contract.  For this reason we don't let them use the subscription portal.

All of this should exist in ONE place for the customers however.
Not three.





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