Couple of months ago I tried to do this and failed. This month I tried again and you guys already posted very informative video about it. Two things I've learned from this video: - You can call functions directly inside of the filters - You can share the data you added directly with customers. I never selected View All at the end as I didn't want to share everything, but first sharing then filtering is the way to go I suppose. And I always thought since they are portal users and don't pay much, they only get their own data. Brilliant tutorial, thank you.
This is very informative video. I had to create a portal where one "customer" have to access multiple record from different account. Your demonstration help solve the case ! thank you
Nice video, very well explained, I just would like to know if there is a way to customize sign up page with more fields, not only name and email, or after fill a form give the option to the user to sign up
Hi Andres! Unfortunately, it doesn't look like we can customize the sign-up page itself. However, you could definitely set up a Zoho Form or public Creator Form as a "sign-up" that captures more information. That form submission could then trigger the portal invite via API.
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Couple of months ago I tried to do this and failed. This month I tried again and you guys already posted very informative video about it. Two things I've learned from this video:
- You can call functions directly inside of the filters
- You can share the data you added directly with customers. I never selected View All at the end as I didn't want to share everything, but first sharing then filtering is the way to go I suppose. And I always thought since they are portal users and don't pay much, they only get their own data.
Brilliant tutorial, thank you.
This is very informative video. I had to create a portal where one "customer" have to access multiple record from different account. Your demonstration help solve the case ! thank you
Nice video, very well explained, I just would like to know if there is a way to customize sign up page with more fields, not only name and email, or after fill a form give the option to the user to sign up
Hi Andres! Unfortunately, it doesn't look like we can customize the sign-up page itself. However, you could definitely set up a Zoho Form or public Creator Form as a "sign-up" that captures more information. That form submission could then trigger the portal invite via API.
Why not using zoho desk?