No.Currently you cannot notify an expiring contract to your customers. However, you can notify your support agents or your Contracts Team so that they can follow-up with your customers. To configure contract expiry notification to your support reps ...
When the portal access is set to 'All Customers", Anyone can access your self-service portal by visiting its URL and submit their requests and search knowledge base. However, to track the status of their requests, your customers need to provide login ...
When the portal access is set to "Only Registered Customers", Customers accessing your portal URL would be redirected to helpdesk login page. This ensures that only registered customers can access your portal by providing their login credentials.
Not everyone listed in your Contacts module may be your customer. If you have to send emails only to a select few contacts, you can do so by filtering out the contacts based on a specific criteria. To send emails only to “Customers” follow the steps ...
While using workflow alerts, you can send emails to customers, users in your Zoho CRM account as well as additional recipients. Following are details of limitations for the number of emails that can be sent to your customers using workflow alerts. ...