Kiosk Studio Session #1: View paid customers in the same industry

Kiosk Studio Session #1: View paid customers in the same industry

We've got other sessions for you to check out!
Here are the other kiosk studio session posts which have been published so far!
  • Session #2 covers how to build a call script kiosk.
  • Session #3 looks at streamlining appointments.
  • Session #4 shows how kiosks can simplify sales for bank employees.
  • Session #5 helps you review loan applications quickly.
  • Session #6 packs an entire service request workflow into a single kiosk.
  • Session #7 helps you create your own convert feature.
  • Session #8 shows you how to view a record's subform entries - without opening that record!

  • Hello everyone!

    We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions
    , these posts will be packed with actionable ideas to help you get the most out of this feature!



    The story so far

    Kiosks help your CRM users get their work done faster by packing the data and actions they need into a single interface
    .
    We made Kiosk Studio available to the public in March 2024. New to this feature? Watch this brief intro video:



    Our team is highly responsive to comments and requests on our announcement post. They'll be equally responsive to any ideas you share here. Your constant feedback has helped us ship enhancements like the following:
    • Easier retrieval of child module records
    • Addition of Kiosk to Canvas record detail pages
    • Display of Zia insights in a kiosk
    • Increased maximum limit for Kiosk creation across supported editions
    • Quicker publishing of kiosks to multiple locations from Kiosk Studio itself
    • Addition of kiosks to record detail pages
    All of this has happened in the last six months, so we're just getting started!
    We'd like this to be a two-way exchange of ideas, so please share your Kiosk Studio success stories and use cases with us in the comments section. We'll be sure to highlight many of them in our upcoming posts!

    Let's tune into:

    Session #1

    Since this is the first post, we'd like to share something simple but useful. You should be able to implement this in 30 minutes or less!
    Sales reps use the Deals module to track their opportunities and generate revenue for your business. To do this, they spend a lot of time on calls with customers. New customers often want to know if your product is used in their industry to gauge your expertise and reduce their perceived risk. This goes a long way in building trust and credibility with your customers.

    Friction point

    Sales reps can't access this useful information within a deal's record, as it doesn't contain a list of paying customers from the same industry as the new customer. To access this information, the sales rep has to:
    • Switch to a different tab and access the Accounts module, thus navigating away from the current deal record page where they need to perform tasks.
    • Filter records by the same industry as the new customer.
    • Switch back to the Deals module to continue the conversation with the new customer.

    How users access the information they need without kiosks

    Doing this once may be a minor annoyance. Doing it multiple times per day will grate the nerves of even seasoned reps. They'd rather be pitching offers and sharing valuable information with customers instead of spending all their time searching for details and navigating through the CRM.

    Simplify with a kiosk (<30 minutes)

    Create a kiosk that retrieves this data for your sales reps. Simplifying the information retrieval process frees up time for what matters most: connecting with and selling to customers.

    How users access the same information within the record itself using a kiosk
    Please note that we've added a picklist in the Accounts module to denote whether that account is using a paid edition of our product or the free edition.

    In the Kiosk Studio, you can:
    • Set the CurrentRecord's module as Deals.

    • Add a screen to show the details related to the account associated with that deal.

      Within that screen, use a GetRecords component to list important details of the account linked to that deal. This enables your sales rep to confirm the industry with the customer before proceeding.

    • Sometimes, the industry field may be unfilled. Even if it is filled, there might not be any paid customers in that industry. To make sure we show the sales rep the right screen, we can use a decision component.

    • Within the decision component, add a new GetRecords component that retrieves accounts who are paid customers in the same industry.

    • Add a path (named "Yes") if paid customers are present and add a screen to display the list of paid customers.
    • Add a path (named "No") if paid customers are not present. Add a screen to notify your sales rep and educate them on how to handle this.
    • For the default path, add a screen saying that the kiosk did not work as expected and ask the sales rep to continue the conversation by highlighting other aspects of your product.
    • Publish the kiosk!

    Where do I place this kiosk?

    You can place your kiosk in multiple locations, as seen in the screenshot below:

    We have two options that are suitable for this use case:


    Associate your kiosk with a custom button to access information when needed.
    You can add a custom button to the deal's record detail page and associate this kiosk to it to reduce the clutter on the record detail page. When necessary, your sales reps can access this information with the click of a button.



    Add your kiosk to the record detail page itself for immediate visibility.
    If this is a frequently asked question, you can consider adding it directly to the deal's record detail page. You can eliminate a click by placing your kiosk here, but this will take up valuable screen space. Consider the importance of this information and how frequently it is accessed by your sales reps. Then, you can decide where the kiosk needs to be placed.

    Next steps

    Try implementing this kiosk for your sales reps and see if it helps them. You can tweak and extend this kiosk based on their feedback. We haven't added actions to this kiosk, as it's for viewing data. You can try adding actions to this kiosk in a sandbox environment and test it out. If useful, you can deploy it to the production environment.

    Last note

    • Share your Kiosk Studio success stories and use cases in the comments. We may feature them in future posts!
    • You can create up to 25 kiosks with the Enterprise edition or Zoho One bundle. If you're using CRM Plus or the Ultimate edition, you can have up to 50 kiosks. If you're on one of these supported editions, we encourage you to explore this feature to leverage your subscription fully.
    • We look forward to your comments, concerns, and ideas!

    Coming up next

    Kiosk Studio Session #2: A kiosk that lets your SDRs run through a call script and update lead details without opening a single lead record!


    Resources


        Zoho Campaigns Resources


          • Desk Community Learning Series


          • Digest


          • Functions


          • Meetups


          • Kbase


          • Resources


          • Glossary


          • Desk Marketplace


          • MVP Corner


          • Word of the Day


          • Ask the Experts


            Zoho CRM Plus Resources

              Zoho Books Resources


                Zoho Subscriptions Resources

                  Zoho Projects Resources


                    Zoho Sprints Resources


                      Zoho Orchestly Resources


                        Zoho Creator Resources


                          Zoho WorkDrive Resources



                            Zoho CRM Resources

                            • CRM Community Learning Series

                              CRM Community Learning Series


                            • Tips

                              Tips

                            • Functions

                              Functions

                            • Meetups

                              Meetups

                            • Kbase

                              Kbase

                            • Resources

                              Resources

                            • Digest

                              Digest

                            • CRM Marketplace

                              CRM Marketplace

                            • MVP Corner

                              MVP Corner




                              Zoho Writer Writer

                              Get Started. Write Away!

                              Writer is a powerful online word processor, designed for collaborative work.

                                Zoho CRM コンテンツ








                                  ご検討中の方

                                    • Recent Topics

                                    • Systematic SPF alignment issues with Zoho subdomains

                                      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                    • Zoho Forms - Zoho Drive connection - Shared Drives not supported

                                      Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need
                                    • Apply Advance option not shown in report

                                      We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                    • Introducing Profile Summary: Faster Candidate Insights with Zia

                                      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
                                    • Can't create package until Bill created?

                                      I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally
                                    • Whats the Time out Limit for API Calls from Deluge?

                                      Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default
                                    • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

                                      ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para
                                    • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

                                      Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:
                                    • Diff signature for compose new email and replies

                                      Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.
                                    • Zoho Website Site Speed Up & Setting

                                      We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >
                                    • Clickjacking: Zoho Vault's Response

                                      Issue Password manager browser extensions are found vulnerable to clickjacking security vulnerabilities that could lead attackers to steal account credentials, TFA codes, card details, under certain conditions. Reported by Marek Toth, Independent Security
                                    • No option for pick up in Zoho Books / Inventory but yes on commerce

                                      Is it planned to release soon on books/inventory?
                                    • Archiving Contacts

                                      How do I archive a list of contacts, or individual contacts?
                                    • Zoho Books - France

                                      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                    • Blueprint Issue - Being able to set a subform field as mandatory

                                      I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,
                                    • Blueprint - Mandatory file upload field

                                      Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
                                    • Zoho Books - Include Quote Status in Workflow Field Triggers

                                      Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored
                                    • Zoho Books - Show Related Sales Orders on Quotes

                                      Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot
                                    • Add VAT/Tax line to bank adjustments

                                      When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with
                                    • New Menu Layout Feedback

                                      I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something
                                    • How to use Rollup Summary in a Formula Field?

                                      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                    • Cannot schedule report delivery

                                      The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.
                                    • adding attachment in sendmail script where attachment is in a CRM field

                                      Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you
                                    • Signature field is showing black

                                      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
                                    • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

                                      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into
                                    • How to update changed purchase account of item in invoice

                                      I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the
                                    • How can I see content of system generated mails from zBooks?

                                      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                    • How can I see content of system generated mails from zBooks?

                                      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                    • Zoho Suite is very slow

                                      Since today Zoho is incredibly slow over all applications! What's going on?
                                    • Not sure how to use credits to my account

                                      Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris
                                    • Control who sees Timeline and Interactions in Zoho CRM through Profiles

                                      The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations
                                    • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

                                      Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
                                    • Zoho Creator to Zoho CRM Images

                                      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                    • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                      Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                    • Issue showing too many consultations in my workspace link.

                                      Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                    • 👋 Welcome to the Zoho MCP Community

                                      Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                    • CRM Validation Rules Support Only Single Condition

                                      Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution
                                    • Unapproved Leaves are hard to distinguish in Attendance View

                                      This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are
                                    • Performance Appraisal Probation Period

                                      Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!
                                    • Zoho Creatorの一括操作における処理の同期/非同期について

                                      現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか?それとも非同期的に行われるのでしょうか? 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。
                                    • Next Page