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Is it possible to add a tab to the customer portal to include more information?
Yes, You can use Custom Tabs. You can seamlessly integrate various elements such as additional documents, announcements, or even allow customers to view your website directly within the customer portal.
Here’s how:
- Log in to your Zoho Books organization.
- Navigate to the Settings and select Customers Portal under the Preferences.
- Within the Customer Portal settings, navigate to Custom Tabs.
- Click the + New Custom Tab to create a new tab.
- Enter the desired name and URL of the page you wish to display in the customer portal.
By following these steps, you can effortlessly add a custom tab to the customer portal, providing additional information and enhancing the overall customer experience.
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