Customers Intro
A Customer in Zoho Projects is a client company. It includes organisation level details of the client and lists the client users and contacts associated to the company. Customer is different from client user as client user records user level details and can be added to a customer, whereas customer acts as a parent entity with client users mapped under it. Multiple client users and contacts can be added to a customer. Along with Client Users, Contacts can be added to Customers. Contacts are the users that are involved in the project directly but do not engage on a daily basis. Contacts do not have any access to project data. Zoho Project stores their details for easy access.
Manage Customers from List view
- Navigate to Users in the left navigation pane and go to Customers tab.
- In the List view, hover over a user, click
to View Details, View Details in New Tab, Copy Link, Re-invite, Edit, Deactivate, Delete, or Copy Email.
- Alternatively, right click on the user for these options.
- Use
to find specific users quickly.
- Click
to add new columns.
- Reorder the column by hovering over the field header and dragging it to the left or right.
- Right click on the field header to Apply Filter, Insert Column Before, Insert Column After or to Hide Column.
- Use
to search for and view users filtered by specific details.
- Click
on the top right and select Import Users, Import users to configure the user hierarchy and Export portal user.
- Import portal users from a CSV (Comma Separated Values) file. You can now bulk import users into your Zoho Projects portal using CSV files.
- Export portal users to a xlsx or csv file.
Add Customer to a Project
- Navigate to Projects.
- Select a project from the list.
- Click Users in the top band.
- Click the drop-down and select Customers.
- Click Add Customer button.
- You can select an Existing Customer from the drop down and click Add.
- You can select an Existing Customer from the drop down and click Add.
- Select New Customer tab if you want to add a new company.
- Enter a Customer Name.
- Select Make as Primary Customer if you want to invoice your work to this customer. You will not be able to generate invoices if you don't have a primary customer in your project. If you are adding a customer to the project for the first time, this option will be selected by default.
- Enter the Customer Information like Email, Client Profile, the Web Address, and the other postal address details.
- Click Add.
Add Contact to a Project
- Navigate to Projects.
- Select a project from the list.
- Click Users in the top band.
- Click the drop-down and select Customers.
- Hover over Add Customer button drop-down and select Add Contact.
- You can select an Existing Contact from the drop down and click Add.
- You can select an Existing Contact from the drop down and click Add.
- Select Add Contact tab if you want to add a new contact.
- Enter a Contact details.
- Click Invite.
In Zoho Projects, Users are further categorised into Portal users, and Client Users. The User profiles are categorised into User profiles, Client profiles, Viewer profile, Read-Only profile and Lite User profile.
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