[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

Notes
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here!
[Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call scripts!

Hello folks!

Kiosk Studio, which was in early access, is now available to all customers in all DCs!

Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify work for their users, customers, and vendors by creating and embedding custom functionalities (called kiosks) across the CRM. Here's a quick look at how Kiosk Studio can help you:


The problem

A brand new CRM comes with a set of standard modules and configurations. This default setup serves as a great starting point for most organizations. However, every organization has its own way of modeling customer relationships and doing customer-related work. To get the maximum value from Zoho CRM, admins can make changes to the standard setup by configuring custom modules, custom fields, multiple pipelines, canvas pages, wizards, translations, and more. Customizing the CRM in this way is something most admins are familiar with.

When it comes to customizing the CRM by adding capabilities to it, the story is different. In these cases, admins have to invest a lot of development effort and time to meet their needs. This acts as a barrier to admins and slows down the process of boosting the power of the CRM to their users, customers, vendors, and other stakeholders. It also slows down the process of making changes to the added capabilities.

Our solution

With Kiosk Studio, admins can quickly create custom capabilities (called kiosks) and make them available for all CRM users. They can do this by using the kiosk builder, a no-code interface that allows users to build capabilities by using some basic building elements.

The ease of building a kiosk does not mean there is a trade-off in power. In fact, a kiosk can bring in data from all modules in the CRM, have custom screens with fields not available in the CRM, perform actions for records across the CRM, fire webhooks, and execute custom functions. Once built, kiosks can be hosted in multiple places across the CRM. This gives admins a lot of options when it comes to sharing these capabilities with anyone related to an organization.

Use cases

Some use cases include:
  • A kiosk to quickly send vouchers to a bank's customers.

  • A car dealer added a kiosk to their CRM's homepage to add a lead and book a test drive in one shot.

  • This kiosk brings in all relevant data from the CRM to make insurance policy renewal easier.

  • An education consultancy's CRM has a kiosk to fill out a single application, leaving the CRM to take care of creating records across modules, sending emails, and so on.

  • A kiosk for sales development representatives to get their post-call actions done.

  • A kiosk full of useful capabilities for CRM admins.

  • A sales playbook kiosk providing tailored guidance to sales representatives.

To learn more about Kiosk Studio, please use the following resources:
Do let us know your feedback!

    • Recent Topics

    • Delete / Modify Default Career Site - Zoho Recruit

      Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

    • Data not visible in sheet cells

      I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked

    • PO receive limitations

      It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......

    • Document images

      We used to be able to rotate the images but this has now been removed ???

    • How to add new deal to existing contact

      Hi, I want to add new deal to existing contact.

    • Why don't we have better integration with Mercado Pago or Pagseguro?

      Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous

    • Why is there no integration with native Brazilian shipping methods?

      Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would

    • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

      In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

    • Mapping Zoho Projects into Cliq Channels

      why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of

    • Input GST Reversal for damaged goods

      In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported

    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

    • Canadian Anti Spam Law

      In order to be able to comply with the new Canadian Anti Spam Law, I need to send out a Confirm Subscription email to all of our existing contacts. If I use the Subscribe tag, the user gets the following message: Registration Failed. Sorry! This contact is already present in the selected list. You can check this with your update profile link. If I include an 'Update Profile' link, it then sends an email which does not arrive immediately. Can you provide a tag or URL I can put in a Campaign Email

    • How to bulk update lookup fields

      "I have a primary key named Product SKU in one form called Master SKU (which contains details like price, color, size, etc.). I also have another form called FBA, which has the same primary key, Product SKU, and contains stock quantity information for

    • Change work hours per day for employees

      Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

    • Record GST Paid for Imported Goods

      In Australia, goods that imported from overseas needs to pay GST per invocied value. In most case, the freight forwader (logistic agent) paid this on behalf of importer (us), and invoice us in together in their freight invocie.  How do we setup a proper

    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

    • Bulk Editing Multiple Invoices with Overwriting at time of upload

      Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only

    • Oauth Redirects me to sign in page

      I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide

    • Here's why you should refrain from using EasyShip

      This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,

    • How can I create a billable expense.?

      Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click

    • Introducing Sub-Accounts in Zoho Books!

      Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other

    • How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

      1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory

    • How to autorespond for inactive users?

      Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?

    • Cannot view or interact with polls on IOS

      When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.

    • Calendar view not working in Zoho Projects

      Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the

    • Multi Select Filter off comma separated values

      Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"

    • Dashboard filter applied to all reports but not visible on report

      Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.

    • Equipment Scheduling for Efficient Field Service Operations

      Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.

    • Chat issues

      I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts

    • Problem with multiple pages record template

      Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?

    • Field Update: can't find a custom multi-line text field in the options list

      I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I

    • Ask the experts - A live Q & A discussion on Zoho Recruit

      We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based

    • Zoho One Datensicherung möglich

      Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und

    • Note not being pulled for other modules in email template

      Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate

    • Pop Up

      Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

    • New feature alert: Witness signing is now available in Zoho Sign

      Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures

    • How to report and analyze a multi-select field entries distinctly ?

      As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

    • Get the capability to convert documents to different formats

      Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's

    • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

      Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Next Page