Wizard support extended for portals
Dear All,
We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards!
Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients, and vendors. They can log into their portals, access various modules, web tabs, and perform actions as permitted by your organization and defined by their permissions—like creating, updating, adding new records, and so on.
Creating lengthy record entries can be overwhelming and tedious, and may lead to errors in your CRM. This is where wizards are helpful, as they offer an intuitive way of collecting data that breaks down long forms into multiple sections, enabling you to save your progress so you can complete it as and when possible. Furthermore, wizards also enable you to set up various conditional rules, like showing fields based on previously entered values, and much more.
With wizard support in portals, you can make this simple and well-structured data collection process available to customers and other portal user types.
In the insurance industry, for example, data is collect at multiple points, such as for insurance claims, applications for reimbursement, and so on. This can be overwhelming, as the process for each scenario is determined by various factors, such as the type of insurance, medical history (for medical insurance), or vehicle details (for vehicular insurance). The customers can also use it to track details like the date of the last monthly payment, or change plans and determine the estimated amount that can be claimed based on the damage incurred.
To ease the whole process, you can now configure your portal user types and select a specific wizard for the module. Portal users can now add details related to the same record in multiple wizard pages and save them as needed.
On the wizard end, you can change the permission to allow a specific portal user type have access to your wizard.
Points to remember
Thats all for this enhancement. Read more about setting up portals and wizards in our help docs
Thanks!
P.S. This enhancement is currently live for all users in all DCs.
Writer
Get Started. Write Away!
We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards!
Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients, and vendors. They can log into their portals, access various modules, web tabs, and perform actions as permitted by your organization and defined by their permissions—like creating, updating, adding new records, and so on.
Creating lengthy record entries can be overwhelming and tedious, and may lead to errors in your CRM. This is where wizards are helpful, as they offer an intuitive way of collecting data that breaks down long forms into multiple sections, enabling you to save your progress so you can complete it as and when possible. Furthermore, wizards also enable you to set up various conditional rules, like showing fields based on previously entered values, and much more.
With wizard support in portals, you can make this simple and well-structured data collection process available to customers and other portal user types.
In the insurance industry, for example, data is collect at multiple points, such as for insurance claims, applications for reimbursement, and so on. This can be overwhelming, as the process for each scenario is determined by various factors, such as the type of insurance, medical history (for medical insurance), or vehicle details (for vehicular insurance). The customers can also use it to track details like the date of the last monthly payment, or change plans and determine the estimated amount that can be claimed based on the damage incurred.
To ease the whole process, you can now configure your portal user types and select a specific wizard for the module. Portal users can now add details related to the same record in multiple wizard pages and save them as needed.
- Custom buttons will not be supported in portal. Even if a portal user has access to a wizard that has a custom button, that button will not be visible to them.
- Profile-based hide buttons are not applicable in portals.
Thats all for this enhancement. Read more about setting up portals and wizards in our help docs
Thanks!
P.S. This enhancement is currently live for all users in all DCs.
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nizamuddin Sohel SK
nathalia.camargo
Pheranda Nongpiur
Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activityCanvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpIntroducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in theBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
New to Zoho TeamInbox?
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 WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー