what is the best app for this customer facing portal
Hi long time user but i need to pick your brains.
We have a new business that requires a customer portal. I need for them to be able to access the following.
1. See old orders and reorder
2. Equipment we are renting to them.
3. see as catalogue of products related to them.
4. payments made and due
5. personalised messages and offers
6. colourful reports.
So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i looked at books but again no facility to order. Can i combine portals from different modules?
Thoughts would be appreciated
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
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