Hello everyone!
You may be using
kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on. But did you know that you can also
design and deploy kiosks for your customers?
Make things easy with customer kiosks in the CRM portal
External stakeholders can access parts of your CRM through the CRM
portal. These can be customers, vendors, partners, dealers, investors, and so on. Learn more about CRM portals in this
help document.
By placing well-designed kiosks in your CRM portal, you can provide an intuitive and smooth experience for your customers. For example, imagine you're a tenant who wants to report a maintenance issue to your property management company. Which experience would you prefer?
The standard experience: We've all gone through this when submitting a request or a complaint in an unfamiliar portal.
The kiosk experience: Click a button called "Report issue" and follow the instructions as you're guided smoothly through the process.
People naturally prefer the second option because it's easier to access, understand, and use.
In this Kiosk Studio Session, we'll look at how to create experiences like this for patients who are booking appointments at a hospital. Using the example of the fictional Zylker Hospital, the video below will show you how a patient can book appointments using a kiosk. Then we'll look at how admins can configure such kiosks:
This use case was presented as part of a
webinar run by
Srinithi.
Check out the complete recording here.New to Kiosk Studio? Get up to speed on it quickly by checking out the following resources:
We hope you found this session informative. Do share your feedback and stay tuned for session #4!
Recent Topics
Delete Zoho Mail Account accidently from Admin panel
Is it possible to restore deleted email accounts with all data.
How do I delete a test email address to which I am supposed to send a test email?
How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?
Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
Batch Number on Packing Slip
When we send orders to our warehouse, we want to tell them the batch number to pull from the shelf. It seems we should be able to pick the batch when assembling the package. In the current Inventory, we have to create an invoice, pick batches for the invoice. This is too late. As a workaround, we are sending the invoice to the warehouse (via a template that removes most of the price information). This is cumbersome and causes our warehouse to see the total invoice price (which can't be removed
Editing a bundle
How can I edit a bundle?
Saving URL for Submitted Forms
The unique URL for submitted forms should be saved automatically within 'System Fields'. (without sending a duplicate email to myself, there is no other way to retrieve the unique URL for a submitted form if the user wishes to update) Additionally, it
Implement Meeting Polls in Zoho Bookings
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
Response from a customer via web channel
Is it possible to ensure that a customer using the web channel can respond to an agent's question without creating a new thread but instead linking their response to the existing thread?
Venezuelan Bolivares missing from available currencies
My mother is ill and lives in Venezuela. I do her finances and insurance expences related to medical billing. Most receipts are in Venezuelan Bolivares. However I cannot find this currency. I am migrating from Expensify which conveniently has Bolivares
Using WhatsApp with your existing number
Hi. We want to use the WhatsApp functionality in Zoho Desk. We already have a WhatsApp business account. Is it possible to use your existing number instead of creating a new number?
Customize Section
I know it has to be in the themes somewere but where is it that you can change the divider color of a section?
Customer Feature Requests
Like Zoho, we're a software company that markets an SaaS product. We frequently get feature requests that come from the support system. My technicians have a responsibility to listen to our customer requests and add them. Right now the only way to do
the expected input type is jsonarray
I keep getting an error when creating a record in CRM via a Zoho Form. CRM has a pick list field "Type". All Form entries from this form will ALWAYS be "Volunteer", therefore we do not ask them what their Type is. I am trying to use Set Value to create
Card payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients
Cant add contact mail. cant find it
Hi, I am writing a new message and when I enter the contact address that is in my address book, zoho cannot find it. Previously there was no problem. I wrote the first two characters and it shows me all the contact.
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Creating a text box background with round corners in Campaigns
Hello fellow Campaigns users, Is it possible to create a non-square text box? So with rounded off corners. Like the image that I added below. The shadow effect would be cool too, but I guess that would be more difficult (if possible). I suppose this can
Image field in custom module
Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
Team can't view their created ticket through Followed Tickets
Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message
Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
Use color coding for picklist field values to enhance visual representation
It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users
Creating a support request / ticket via email to xxx@zohosupport.com
Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an
Setting up CRM for RFP workflow management
This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if
Introducing Appointment Title Customization
Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
Custom Module
I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the
How to merge duplicate products?
merge duplicate products
Rollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
Foreign Currency Bank Account
I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
"Trigger flow for each entry" not working
I've read this article on how to trigger a flow for each entry in my array. https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/webhook-trigger#Trigger_flow_for_each_entry I cannot get the flow to run for each variant in this JSON
Edit specific job page on carreer site
Hey, I was wondering how I could change the layout of a specific job page? (when you go to the carreer website and then click on a job listed there). When I go to customization I can edit the carreer website but I seem to be only able to edit the first
CRM - Clearing a Subform
I seem incapable of working out subform functions without assistance. I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it). There are 4 fields on the subform: Field Name Original Value New Value Update Update is automatically
Automatically add a retainer to every estimate
Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
Planning Sales visit to local lead, contacts
Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
Force Sync Contact/Account from CRM to Books
Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially
IP Address List > Sigma
We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform
Zoho CRM Canvas Copy Original Layout
Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original
ZOHO Nightmare
I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
Approval system in Books/expenses
Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?
attaching pdf to a bill using REST api
I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
How to Open .mbox file in Gmail with Attachments?
Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments. Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
Next Page