Tip#65: How can external users create Cards in Qntrl?

Tip#65: How can external users create Cards in Qntrl?



Sometimes, a business process involves users outside the organization. We may outsource and collect information that is needed for our business. In such cases, external users come in to picture. When these external users collect the required data, they will have to upload the same into Qntrl for further business needs. These users are actually not a part of the Organization and so, we'll not be able to add them as users inside the Organization.
 
With the below listed options, external users can upload their collected data to Qntrl without being a part of Qntrl organization. 

1. Public Forms

You can create Public Forms using which external users can enter the information they have collected and upload it to Qntrl. With the Form Link of a Public Form, external users can create cards in Qntrl. All the card details can be filled in the form and submitted to Qntrl.




Know how to create Public Forms from this help document .

2. Email In

An external user can create cards in Qntrl just by emailing the card details to Qntrl. Each orchestration will have a unique Email In ID to which the external user can drop an email with the card details which in turn will create a card in Qntrl. Also, the reply emails will be added as comments on the cards.



Learn more about Email in from this help document .
 
Here's a real time scenario where the above features will be most helpful. Consider Zylker, an online grocery start up firm, which delivers multiple daily essentials everyday. Since it is a start-up, part-time sales executives are appointed to generate leads. The details of the people who show interest in the product have to be uploaded by the part-time sales executive in Qntrl. With the help of Public Forms/ Email In features, the part-time sales executives can add their prospective leads data without having to be a part of the organization.
 
We hope this article is helpful in briefing the different ways to create cards in Qntrl. If you have any suggestions or queries, do email us at support@qntrl.com .

 

                                           Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos  


    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

    • Recent Topics

    • Forex Bank Refund Entry

      Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid

    • Auto-Populating Custom Field

      This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated

    • How can i Customize Delivery Note?

      I need to customize delivery note like change the tittle for language purposes and also include only the balance due

    • Delivery note template

      We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

    • INTERCOMPANIES INVOICING

      Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

    • Zoho CRM Theme Color?

      I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

    • How can i force the user to select a project when creating an invoice ?

      Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.

    • Sales

      1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?

    • Include Project Hours when Creating Estimates from Projects

      Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given

    • acc

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//

    • South African Payment Gateways

      Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

    • CRM Implementation

      I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?

    • Zoho Social integration with Zoho Flow

      Is there any plans for Zoho Social integration with Zoho Flow?

    • Marketing 2.0 has been a catastrophe

      Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.

    • Cannot average "Duration (Time)" from Pick List History Tracking in Reports

      Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar

    • Customer Statement Template

      Hi. how can i add order number "customer LPO number" in the customer statement. regards

    • Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

      Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on

    • Need to send a single email to up to 20 recipients

      I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Unable to Schedule One-to-One Emails in Zoho CRM

      Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve

    • Canvas Detail View Related List Sorting

      Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

    • Repeatable Fields/Sections in Zoho CRM

      Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named

    • Zoho Analytics: Requests for view access

      Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules

    • Boolean Fields in Mail Merge Displaying as Checkmarks

      I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?

    • Formula in Sub Form

      Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there

    • Email alias already exist

      Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket

    • Migrate emails from a shared mail box to a private mail box

      How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?

    • Support poor service

      I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is

    • Zoho say my domain seems to be already associated with another account

      I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."

    • Incorrect Device Time

      Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?

    • Get user images by API

      Hi For our internal management software, I want to retrieve user photos via REST API: curl --location --request GET 'https://profile.zoho.com/file?fs=thumb&ID=<zoid>' \ --header 'Authorization: Zoho-oauthtoken <token>' The token has `profile.userphoto.ALL`,

    • Depois de 1 ano não consigo receber e-mail

      Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor

    • Submitted form URL

      I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries

    • Function for Emails tranfer from Lead to Deal

      Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring

    • Create a new immigration service- Similar to immigration law software

      It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system

    • Accessibility in Zoho CRM: Not just a feature—a way to empower

      For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

    • Zoho Meeting very bad video quality

      Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like

    • Contacts with Deals not appearing.

      What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

    • Next Page