Hey guys, please note that I've developed a much better standalone Client Portal Zoho CRM Extension. Find out more at zeportal.net or view the demo video here: th-cam.com/video/a1-CCv3Kk5c/w-d-xo.html
Thanks for your comment. I've decided to make a whole online course on this topic as it's too involved to make a whole series of videos on for free. So at least if I make a course it will be worth my time to make all the videos. You can register your interest in the course on my website and I'll let you know once it is available. Thanks
This was great, thank you! I’ve been looking for a tutorial on creating client portals in Zoho. I’m a realtor and would love to have a client portal where clients can upload a f see documents from Workdrive, send emails to my Zoho email, see transaction steps in Zoho Project, etc. Would love a deep dive on adding additional Zoho products to a client portal 😁
So glad you liked it! Thanks for the comment. I'm considering making an online training course showing step by step how to create this with document collection, auto chasing, etc. You can register your interest in the course using the link in the description 😀
I'm not making any new videos on these types of Zoho Creator Client portals anymore as I've developed a much better standalone client portal extension for Zoho CRM. Check it out here zeportal.net or view the demo video here: th-cam.com/video/a1-CCv3Kk5c/w-d-xo.html
Hi Great Content as always. I have hit a problem in that Zoho Creator seems to have changed its interface. It is not like the version shown. Have you an updated video?
Hi Ken, the built-in Zoho portal is rigid and expensive. My custom portal is completely customizable and costs nothing more than the Zoho one membership once it is built
This doesnt work. I have a grey column on the left hand side (which isnt being displayed on your version). I also append the ch variable but my portal is thinking its null so displays nothing. Perhaps (probably!) Im doing something wrong!?
Yes, Zoho has changed to Creator Version 6 since I recorded this video, so the front end layout is different, but the code and system should still all work the same. Not sure what you’re doing wrong. I have a training course teaching fully how to make a customised client portal, so check that out in the video description for a link to that
I am almost finished creating the complete step-by-step Client Portal Creation training course - register your interest here: zfrmz.eu/mu6jS8zXJErM5GRIQBLw
Hey i get Failed to execute function Invalid collection string Line Number:7 When I try and test hash after all the changes triple checked everything and still not creating hash can you help? TIA Kirsty
Unfortunately, Zoho removed some functionality due to Creator 6 taking over from Creator 5. So the code is quite different to that shown in this video. I suggest you checkout my course where I go into much more detail and help with the creator 6 changes: th-cam.com/video/7HN65xqEnKI/w-d-xo.html&lc=UgxGHaMZplXR42dnFR54AaABAg
That's a bit too complicated to share here. I'm making a full step by step on creating client portals and one of the steps will be having a login. Visit my site and you can register your interest in my course: www.zohoexpert.co.uk
Hey guys, please note that I've developed a much better standalone Client Portal Zoho CRM Extension. Find out more at zeportal.net or view the demo video here: th-cam.com/video/a1-CCv3Kk5c/w-d-xo.html
Great video... more of this series :)
Thanks for your comment. I've decided to make a whole online course on this topic as it's too involved to make a whole series of videos on for free. So at least if I make a course it will be worth my time to make all the videos. You can register your interest in the course on my website and I'll let you know once it is available. Thanks
Great tutorial! thank you so much
Glad it was helpful!
This was great, thank you! I’ve been looking for a tutorial on creating client portals in Zoho. I’m a realtor and would love to have a client portal where clients can upload a f see documents from Workdrive, send emails to my Zoho email, see transaction steps in Zoho Project, etc. Would love a deep dive on adding additional Zoho products to a client portal 😁
So glad you liked it! Thanks for the comment. I'm considering making an online training course showing step by step how to create this with document collection, auto chasing, etc. You can register your interest in the course using the link in the description 😀
Hi How far did you get with developing the above portal?
It’s finished! Checkout zeportal.net (it’s a Zoho CRM extension so you can have live Client Portals on your CRM within minutes!)
okay, im turning the video on and will update you how its going :D
I'm not making any new videos on these types of Zoho Creator Client portals anymore as I've developed a much better standalone client portal extension for Zoho CRM. Check it out here zeportal.net or view the demo video here: th-cam.com/video/a1-CCv3Kk5c/w-d-xo.html
Hi Great Content as always. I have hit a problem in that Zoho Creator seems to have changed its interface. It is not like the version shown. Have you an updated video?
Thanks Martin. I believe you have purchased my course where there are videos showing what to do on Zoho Creator Version 6
Thanks its really helpful, please share the link of 2nd part
Not sure what you mean, please check the playlist for all videos on this topic. Thanks, Merry Christmas
Thank you Sir
Thanks for your comment. Glad you liked the video
Gregory, Thank you for an excellent tutorial. Why did you not use the built-in Zoho "channels" portal functionality?
Hi Ken, the built-in Zoho portal is rigid and expensive. My custom portal is completely customizable and costs nothing more than the Zoho one membership once it is built
This doesnt work. I have a grey column on the left hand side (which isnt being displayed on your version). I also append the ch variable but my portal is thinking its null so displays nothing. Perhaps (probably!) Im doing something wrong!?
Yes, Zoho has changed to Creator Version 6 since I recorded this video, so the front end layout is different, but the code and system should still all work the same. Not sure what you’re doing wrong. I have a training course teaching fully how to make a customised client portal, so check that out in the video description for a link to that
I am almost finished creating the complete step-by-step Client Portal Creation training course - register your interest here: zfrmz.eu/mu6jS8zXJErM5GRIQBLw
I have Zoho One subscription , can i merge client portal and books customer portal in one dashboard
Not sure what you mean?
Checkout my extension that brings the document collection portal and Zoho books together: zeportal.net
Hey i get
Failed to execute function
Invalid collection string Line Number:7
When I try and test hash after all the changes triple checked everything and still not creating hash can you help?
TIA Kirsty
Unfortunately, Zoho removed some functionality due to Creator 6 taking over from Creator 5. So the code is quite different to that shown in this video. I suggest you checkout my course where I go into much more detail and help with the creator 6 changes: th-cam.com/video/7HN65xqEnKI/w-d-xo.html&lc=UgxGHaMZplXR42dnFR54AaABAg
How can the client login to the portal?
That's a bit too complicated to share here. I'm making a full step by step on creating client portals and one of the steps will be having a login. Visit my site and you can register your interest in my course: www.zohoexpert.co.uk
Can I get the Final code that was at the end. I was following but al of the deletes and edits started to get confusing
I have a full course on creating a custom client portal: training.zepartner.net
@@ZohoExpert thanks but I figured it out and Zoho has updated there content for their own built-in client portals