Customer Portal powered by Zoho Creator
This customer portal uses Zoho CRM, Projects, Books, Desk and WorkDrive.
🧭 Dashboard
The Dashboard is accessible from the left sidebar menu. It serves as your main landing screen after login and features the following key sections:
📂 Open Projects
This section displays all active projects associated with your account. Each project entry shows the project name, a unique project ID, and its current status (e.g., Active).
Use the “View All” link to access the full list of your ongoing projects.
Only the first 10 records are shown for quick preview.
🧾 Invoices
This section lists your most recent invoices, making it easy to keep track of billing details. For each invoice, you'll see:
Invoice Number
Total Amount
Status (e.g., Overdue)
Due Date
You can click the “Open” button next to any invoice to view, print, or download it. Only the 10 most recent invoices are shown for quick access, with an option to view the complete list.
📁 My Files
Here you'll find all files that have been uploaded or shared with you.
Each file entry includes:
Filename
Upload Time
File Type (e.g., PDF, image, etc.)
Click “Open” to instantly view or download any of your files. Like other sections, this preview is limited to 10 records, with a “View All” link to see the full list.
⬆️ Upload Your File
Located at the top right of the Dashboard, this option allows you to securely upload files to your dedicated folder.
Use this feature to share documents or images related to your projects or support needs.
Uploaded files appear instantly in the My Files section once processed.
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