Using buttons in Client Portal?
Hello,
I have a client portal, and I would like to have a button so they can access to a form with the prepopulated answers in Zoho Forms.
The process I want to achieve is as follows:
Client log in into the portal
He has the list of the potentials
He has a button in the list view so he can access to a form.
Is possible to have buttons in Zoho CRM portals?
Thank you
Moderation Update (9th July 2924):
The functionality to add custom buttons to Zoho CRM Portals was released in May 2024. Read more on the announcement in the link below.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
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. ____________________________________________________________________________________________________________
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.