Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

Hello Everyone,

We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient than ever.

What's New? 

  1. Launch Kiosks Anywhere with Client Script Support (Phase 1) 
  2. Capture data live during Kiosk execution
  3. GetRecords Screen Enhancements :
    1. Fetch all records from a module 
    2. View more records with pagination
    3. Find records faster with the new Search & Filters
    4. Select more records at a time with increased selection limits
    5. GetRecords first screen loads Instantly with no refresh needed 
  4. Kiosk Studio now available in the Standard Edition 
 
Let's dive into the details below:

Launch Kiosks anywhere with Client Script Support 

The first phase of Client Script support for Kiosk is here.

Now users can open a Kiosk directly through scripts anywhere within Zoho CRM.

As part of this update, there’s an important change to note. We’ve introduced a Unified API Name which is a unique identifier that stays consistent across all versions of the Kiosk. While creating Kiosks, users must now also add this API name so it will be easier to manage and track Kiosks while ensuring smooth integration with scripts.

To use client scripts :
First create the command to open kiosks from anywhere in the CRM by navigating to Settings < Developer hub < Client Script < Command. Next you can open the command from the Command Palette or use keyboard shortcuts to from any module in your CRM account to open Kiosks.



This is just the beginning! Phase 1 lays the foundation for deeper client script integrations coming soon.

Some of the upcoming client script support enhancements include :
  1. Allow users to add clients scripts for a screen from both a screen in Kiosk or from a command in Client Script.
  2. Add multiple client scripts for a Kiosk screen,
  3. Invoke responses from a Kiosk for a call back function from Client Script.
Notes
Note :
  1. Learn more about Client Scripts from our developer guides.
  2. Learn how to create commands in Client Scripts.

Capture data live during Kiosk Execution with new create record actions  

1 - Predefined Configuration (Existing Action)

The current create record action will be retained and renamed as 'Predefined Configuration'.

Records will be created automatically during the execution of a Kiosk. They require you to add pre-defined values either as static values or data from previous screens. This is ideal for predefined updates or recurring tasks where information is known in advance.

2 - Via User Input (New Action)

The key advantage of this update is that it simplifies how admins configure record creation in Kiosk Studio. Earlier, admins had to manually create a separate screen replicating all the fields of a module and then map them in the Create Record action. Moreover, if there were changes made to the fields in the module, the admin would have to edit the Kiosk and add/map the new field. All this was time-consuming and complex to setup.

Now, admins can choose to allow records to be created during the Kiosk's execution and eliminate the need to replicate, map and merge fields to save time and effort through the use of Quick Create pop-up.

Through this enhancement, real-time record creation is possible during live Kiosk execution. Users can input values in the Quick create layout that would pop-up during execution to create new records in a module. Perfect for real-world scenarios, the exact information needed to create a record only becomes available during the live execution of the Kiosk.   

Real-time scenarios

Let's say you run a Kiosk for your sales team. During a call, a customer requests a product demo and shares their availability Or, your support team receives a call and has to log the customer’s issue details or updated contact info.

With this enhancement, the sales rep or support executive can create records instantly while the Kiosk is running, to input the information they get during their call to provide a smooth customer experience.

How does it work?

  1. While setting up the Kiosk, select Create Record > Via User Input.
  2. Enter Action Name, then choose the Module and Layout.
  3. During execution, the Quick Create layout for the selected module appears.
  4. There is an option to pre-fill frequently used field values during configuration.
  5. Now, users can enter details directly while the Kiosk is being executed.
  6. Note: If a user lacks Create permission for a module, this step is skipped, and related values will show as null.

Take a look at the GIF below to understand how this action can be setup and executed.
 

GetRecords just got smarter with these new enhancements

Fetch All Records from a module to your GetRecords Screen

You can now choose to fetch all records from a module to be displayed in your GetRecords Screen.

Previously, you could select a single record or multiple records based on the limit set for record preferences. Now, we've given you a choice to be able to select Some Records or All records. This is useful in scenarios when users need to view or act on a complete set of records in a module rather than on a limited number of them.

New pagination making easier to navigate records

We’ve added pagination to the GetRecords screen, making it easier to navigate and locate specific records quickly, even when dealing with large data sets.

Search or filter records in GetRecord screen s

Quickly find records in GetRecords screens with this new addition to Kiosk.

Increased selection limit to select more records

We have increased the GetRecord selection limit from 10 to 100.

GetRecords First-Screen Loads Instantly - No Refresh Needed

Currently, only Kiosks opened through user actions (like Blueprint or Custom Buttons) loaded records directly, while others showed a 'Refresh to load' button. 


Now, every Kiosk auto-loads the first-screen of GetRecords without the need to manually refresh. When a Kiosk opens with GetRecords on the first screen, records now load instantly, regardless of whether it’s on the Home Page, Canvas, Record Detail View, Blueprint, or a Custom Button.

Kiosk Studio Added to the Standard Edition

We have extended the ability to create Kiosks to all paid editions in Zoho CRM including the Standard Edition. We aim to allow more users to create and manage Kiosks for their business processes. Take a look at the table below to know Kiosk creation limits for each Zoho CRM edition.


Standard
Professional
Enterprise
Ultimate / CRMPlus / ZohoOne
Number of Kiosks
2
7
25
50


Info
Release Plan :

- These enhancements is available for all users in all data centers. 


Start exploring these new features today and experience a faster, smarter, and easier way to capture data with Kiosk Studio.

Stay tuned for even more exciting enhancements coming your way!


Regards,
Serena Woolridge

    • Recent Topics

    • Set expiration date on document and send reminder

      We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?

    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

    • Debit opening balances of vendors

      Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

    • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

      Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • The Social Wall: February 2026

      Hello everyone, This month, we’re bringing you a mix of exciting toolkit enhancements and a few improvements across the web and iOS app, all designed to make your social media management simpler and smoother. File converter Images come in different formats,

    • Zoho Mail and SalesInbox doesn't link to CRM record using Reply-To

      Hi, I've just set up SalesInbox, with the intention of using it for sales enquiries (instead of Desk, which I have been using until now). I've noticed that, unlike Desk, SalesInbox only uses the 'From' email address to attempt to link to a CRM contact

    • Service line items

      Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • Poor Search Results on Zoho CRM

      The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

    • How to use filters on all products page? Or even a category page?

      Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category

    • Capture Last check-in date & days since

      I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!

    • Pasted Images not being embedded in custom mail

      Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

    • Zoho CRM Quotes – Subform and PDF/Writer Limitations

      Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

    • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Conversion Rate – Won Deals over Assigned Prospects

      Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must include

    • Perfomance Management - Zoho People

      Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

    • Feature Request – Conditional Visitor Information Request in Zoho SalesIQ

      We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continue

    • Apple Messages for Business in Omnichannel communications?

      Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • 【Zoho CRM】通貨機能のアップデート：為替レートの自動更新やデータ更新オプションなど

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から通貨機能のアップデートをご紹介します。 CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。 従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。 本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。

    • Can we add zoho sign to a custom module?

      i understand out of the box it works with 8 modules. is it possible to add it to a custom module?

    • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

    • Selected date present employees roster

      =CHOOSECOLS(FILTER(A2:E5;(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"OFF")*(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"EL"));1;2;2+MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0)) This way sheet looks l

    • Credit Card Terminal for Zoho Books

      Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

    • Filtering in Help Center

      Hi, our ticket system is based on a set of structured status categories. The customer must be able to filter by these status. How can we add "Status" as filter to the help center. In the same moment we do not need filters e.g. as "channel". How can we

    • On Edit Validation Blueprint

      Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Increase Round Robin Scheduler Frequency in Zoho Desk

      Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • Next Page