Is it possible to connect more wizards together ? so I can first make and contact person, and press next and then fill in the related modules, I think especially with the products the contact have in product module?
Go to the required module. For example i have chosen the contacts module.Zoho CRM setup-> customisation-> modules and fields-> contact module layouts->layout and type assighnment from that page choose the required wizard for creating records, so that the records for the required module will be created based on the wizard.
Great video Lior! Thanks. Is it possible to execute a Wizard from a Blueprint transition that will prompt the user to create an associated record? Or can be used to edit and add info to an already created record?
@@smallbusinessautomation I see the wizards work when you are creating a new record. What if I have a specific wizard for calls where my agent needs to collect data following guidelines during a call, can I have a wizard for that?
Is it possible to connect more wizards together ? so I can first make and contact person, and press next and then fill in the related modules, I think especially with the products the contact have in product module?
Maybe try a blueprint. Looks like more of what you need.
Thank you for the Video. Is there any way to force a Wizard for a user rather than allow them to select how they want to create the record?
Go to the required module. For example i have chosen the contacts module.Zoho CRM setup-> customisation-> modules and fields-> contact module layouts->layout and type assighnment from that page choose the required wizard for creating records, so that the records for the required module will be created based on the wizard.
Great video, question though, how can you make that "wizard" page to be the standard page that opens when anyone would like to create a contact?
You cant (as far as i know).
Great video Lior! Thanks. Is it possible to execute a Wizard from a Blueprint transition that will prompt the user to create an associated record? Or can be used to edit and add info to an already created record?
Thank you sir! Nope :) only as a new record.
Great videos, really enjoyable and relatable.
Quick question, can you have Wizzard as a part of a Blueprint?
Thank you. Not that I know of. In general blueprint not working with some automation such as approval process.
Great video thanks, can you program it to click back to go to a previous screen?
Thank you. I see no issues. Just connect to the previous page and name it Back
Is there anyway we could have on demand wizards?
What do you mean on demand wizards?
@@smallbusinessautomation I see the wizards work when you are creating a new record. What if I have a specific wizard for calls where my agent needs to collect data following guidelines during a call, can I have a wizard for that?
@@LucasDantas1910 Not right now. but, you can create a blueprint :)
Concrete Equipment Group - enjoyed
Thank you
Great tutorial. Thank you
Thank you
great thx
You're welcome!