Blueprint now supports Portal users

Blueprint now supports Portal users

Dear All,

We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions.

Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions by logging in with assigned permissions and organization-defined guidelines.
 
Blueprint on the other hand, optimizes your business procedures by capturing offline processes in Zoho CRM, simplifying automation, validation, and teamwork for more efficiency.
 
Now, let's have a quick look at the current limitation and the solution this enhancement brings!
 
What's the limitation?
With the current feature, you can configure blueprint to enable your CRM users to perform transitions between two states. For example, sales reps may own deals, but negotiators can perform transitions to negotiate with customers by satisfying conditions in a blueprint.
 
However, allowing only CRM users to perform transitions limits orgs from being more reachable to the customers, or making the business process alien to the customers.
 
Imagine a scenario where an insurance company provides vehicle insurance and has a customer portal where customers can interact with their CRM by updating their records or making claim requests.
 
However, once the claim request has been made and a specific blueprint takes over, the customers wouldn't have much to do without the help of the CRM users. For example, to facilitate the transition of a state that requires more comprehensive information about an accident, the customer must provide the details to the CRM user, who can then carry out the transition to enable the insurance claim to move forward.
 
This would eventually result in delay in resolving insurance claims.
 
What's the solution?
With the latest enhancements, you can now extend blueprint transition permissions to your portal users.

This would eventually speed up processes that would otherwise require data from customers and transitions done by users to be completed.
 
Points to remember
  • Modules like Activity and Solutions, as well as attachments, tags, owner and user lookup fields, which are not compatible with portals, will not be visible to portal users, regardless of their presence in the blueprint transition process.
  • Portal users won't be supported blueprints inside sandbox.
That's all about the enhancement. Let us know of your feedback and suggestions!


Thanks!
Sohel
 
P.S. These enhancements are currently live for all users in all DCs.

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now