Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

Hello all


We are back again with more enhancements to Kiosk. So what's new?


Enhancements made to the Components

  • Add titles for your Kiosk screens and adjust its width to suit your viewing preferences.

  • Three new fields can be added to your screen: Percentage, URL, & Decimal

  • Edit the default path's name of your Kiosk in the decision component.

Enhancements made to the Actions

  • Convert, Add Meeting, & Add Calls actions can now be configured in your Kiosk.

  • Merge any value from your Kiosk screens or from CRM data using the # Merge Field function in the field update action.

  • Select values from existing data in the picklist fields, multi-line fields and check box fields in the create record action.


Let's dive into the details below.

Add titles for your Kiosk screens and adjust its width to suit your viewing preferences

  • Screen titles can help grab attention and set the tone for users interacting with your Kiosk. You can customize the screen title to match the purpose of your kiosk. Choose to either use the component's name as the title, set a new title, or leave it blank.
  • Configure the screen width to either 670 pixels or 1000 pixels. A screen width of 670 pixels is recommended for popup windows, while a screen width of 1000 pixels is more suitable for a larger display preference.


Percentage, URL, & Decimal : The three new fields that can be added to your Kiosk screen

In CRM, Kiosks give you great flexibility to collect and display data on your screens to your users. You can now add the Percentage, URL, and Decimal fields to your screens in addition to those already available. Read this article to learn what fields are available to be added to your screens.


Decimal

Use this field to allow users to enter number values as decimals in your Kiosk screens. You can choose to define the maximum digits allowed and the number of decimal places that can be displayed. Also choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, display it with number separators, and show a tooltip for users to get a little more understanding.

Percentage

Use this field to allow users to enter a percentage value into your Kiosk screens. You can choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, and show a tooltip for users to get a little more understanding.

URL

Use this field to allow users to enter a URL in your Kiosk screens. You can choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, and show a tooltip for users to get a little more understanding.


Edit the default path's name in your Kiosk's decision component screen

You can now customize the default path name in the decision component of your Kiosk to suit your preference.

Convert, Add Meeting, & Add Calls : The three new actions that can be configured in your Kiosk

In your Kiosk, you can set up actions to be displayed to users or save data from users in the CRM system. In addition to the available actions, you now have the option to convert a lead to a contact, schedule a meeting, or arrange a call with users interacting with your Kiosk.



Convert

Use this action to convert your records in the Kiosk screen. Say you have created a Kiosk for the new leads in your CRM system - New lead Kiosk. You can now use the convert action to convert those leads to contacts when a record has been updated. You can also create a new deal for the newly converted leads and use the CRM system to follow up with the contact.



Add Meeting

Set up meetings with users who interact with your kiosks. Let's say you have a Kiosk setup for customers who've purchased your product. You can now schedule meetings with them from your kiosk as soon as they have completed a purchase. You use this action to provide a demo of your products or provide additional information if needed.



Schedule a call

You can use a Kiosk screen to schedule calls with users interacting through a Kiosk. For instance, if you have set up a Kiosk for new customers, you can schedule calls to provide them with a product briefing, clarify any doubts, or inform them about new features.



Merge any value using # Merge Field from your Kiosk screen or from CRM data in the Field Update action

Previously, the field update action allowed you to update the field values of only the current records. It was not possible to update field values using existing data from your Kiosk screen or the data collected through the GetRecord function. This limitation created a roadblock, impacting the overall effectiveness of the Kiosk feature by not giving users the ability to work on various scenarios where they needed to merge values from existing data in their Kiosks.


Now, you can use the # Merge Field function to merge any value from your Kiosk screens or values from the GetRecord function in the Field Update action. Let's say, you have a Kiosk for new leads - New lead Kiosk. Your aim is to get data from the lead to determine if they are interested in purchasing your product. If they are, you wish to convert them into Contacts using the Convert action. During this process, you may find that multiple leads already exist in your CRM system. In such cases, you want to update the lead status of these existing leads using the data from your New lead Kiosk screen. To accomplish this, you can utilize the # Merge Field function to merge the lead status values from the New Lead Kiosk screen and update those values as the current value for the existing leads.


Select values from existing data in picklist fields, multi-line fields and check box fields in the Create Record Action

Previously in Kiosk, you were limited to selecting values from the current data for picklist fields, multi-line fields, or check box fields when you configure a Create Record Action. This limited the possibilities of users being able to create Kiosks for numerous different scenarios.


Now, you can select values for picklist fields, multi-line fields, or check box fields from either current data or existing data for the Create Record action in your Kiosk. To accomplish this, we have introduced Static and Reference selection options for these fields. To use values from the current data, choose the Static option. To select values from existing data using merge fields, you can choose the Reference option.


Imagine you have a Feedback Kiosk designed to collect customer feedback. Your aim is to gather feedback from users who have interacted with the first screen of the kiosk. This initial screen collects information such as the user's name, email address, and country. Your "create record" action will feature similar fields, allowing users to input their email address, country, and provide their feedback in a text box. Additionally, you can offer users the option to opt out of receiving future emails. This information can be retrieved from the first screen using the # Merge field function from the Reference option. This eliminates the need for users to re-enter their details and thereby enhancing the efficiency and convenience of the feedback process.


Availability : These enhancements are available to all partner demo accounts of all DCs except IN DC. We will update you on its availability in the IN DC soon.

A glimpse at our roadmap for Kiosk Studio:

  1. Bring data from third-party applications into a kiosk.

  2. You will have an option to display GetRecords in a table with optional selection or as a list without any selection.

  3. Kiosk Studio will support Zoho Flow Actions.

  4. Add OpenURL and OpenRecord as actions soon in Kiosk Studio.

  5. Create a clone of existing kiosks.

  6. Reorder buttons in Kiosk screens.

  7. Connect any path in a Kiosk.

  8. Reuse Screen Fields in your Kiosks.

  9. Let actions be completed sequentially in your Kiosk.

  10. Pass or use a response in the next set of actions.


We've started working on these features and will have them ready soon. There are more cool updates coming for Kiosk Studio too, so stay tuned!

Thanks and have a great day!



    • Recent Topics

    • How to install Widget in inventory module

      Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • editing/applying online payments

      We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment because

    • Contacts per department

      Hello, Is it possible to limit Contacts to a Department? Thanks

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

      We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.

    • This site can’t be reached mail.zoho.com took too long to respond

      In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.

    • Credit Management: #2 Configuring Right Payment Terms for Credit Control

      Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

    • Can send email from zoho mail, but can't receive any.

      Hi, My domain is sattvameditationresort.com. I've updated MX records with those of Zoho. But i can't send any mails to this email id from gmail. I have checked the MX status with MXTOOLS, its showing the correct entry either. The error is as shown below:

    • My domain did not activate

      Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.

    • Host not found?

      Howdy! So i'm trying to add my custom domain for with the mail server. I have 100% control of my DNS and have tried every single option (TXT, CNAME, and even HTML) multiple times, ensuring i did it properly, to no luck. I get the same error message every

    • Emails are going to notification folder and not in inbox

      emails are going to notification folder and not into inbox

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Related list Mobile Device

      Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

    • Report on opportunities showing only the last note added.

      Hi I need to create a report that shows the most recent note added to each opportunity. This is so management can see what the latest update is according to the assigned salesperson. One workaround is to use the status field but this implies added manual work and mistakes as the salesperson would have to copy the existing status to a note before adding the latest status... otherwise the activity history would be lost. My current workaround is a report on Notes with Opportunities as the related module.

    • Please add Zelle as an online payment option

      Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • How to display the CONTACT ID in the Contact page

      Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When you

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Create Canvas list view templates from images powered by Zia

      Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasks

    • Painfully Slow Zoho mail

      Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and

    • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

      Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3

    • "User already exist in your org"

      Hello, I've just read a discussion about this issue, which didn't solve my problem. I'm trying to add the following emails: sales@kiss-my-boutique.co.uk returns@kiss-my-boutique.co.uk orders@kiss-my-boutique.co.uk I'm getting an error message each time I try and add them. None of them are primary or secondary emails and none of them have been created as users before. I know this as when I try and login and do 'forgot my password' all I get is an error message saying 'user invalid'. Please advise.

    • Operation Not Permitted

      Hi, I have problem in adding user after verifying the domain but it seems like error appeared which is "operation not permitted". For your information, I had delete other domain before did it.

    • Email forwarding setup fails

      I'm trying to set up email forwarding from my Zoho email to my gmail address. I followed the directions to set up email forwarding here: https://www.zoho.com/mail/help/email-forwarding.html. I did only steps 1-6. After doing this, rather than setting

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Shopify store email issues- Not getting emails

      Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on

    • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

    • Invoice Discount Account

      Is there a way to change the account used for Discounts applied to an invoice? The current Discount account (ZB native account) type is an "Income" type. I would like to change it to "Other Income", but that is not possible, I am assuming because it contains

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • API Support for Creating Invoices with Batch-Tracked Items

      Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Phantom Opening Balance

      While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.

    • Importing customer comments and multiple shipto addresses

      I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but

    • Detailed Account Reports - Add Running Balance

      When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if

    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

    • Payment system for donations management

      I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?

    • How do I associate pricebooks to a customer?

      I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

    • Zoho IP blocked by SpamHaus

      ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

    • Next Page