Can a Customer be given access to a subform within Reports via the Client Portal?
I am trying to find a way to allow a group of customers to access summary data (Reports) within the CRM that are specific to them. I wondered if it was possible for Customers to be given access to a subfolder within the Reports module of CRM or if that was something that was in development? Or do you have another way that I might achieve something similar on a customer basis? Is the Attachments subform accessible for the customer? Or is there another vehicle that would allow me to save/export reports and then attach them within CRM and then they would be accessible to a customer?
Topic Participants
Matthew T Filbert
Ashwinth Shekar
Sticky Posts
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. ____________________________________________________________________________________________________________