Great tutorial. Thank you

@smallbusinessautomation

4 жыл бұрын

Thank you

great thx

@smallbusinessautomation

4 жыл бұрын

You're welcome!

Concrete Equipment Group - enjoyed

@smallbusinessautomation

4 жыл бұрын

Thank you

Great videos, really enjoyable and relatable. Quick question, can you have Wizzard as a part of a Blueprint?

@smallbusinessautomation

4 жыл бұрын

Thank you. Not that I know of. In general blueprint not working with some automation such as approval process.

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?

@smallbusinessautomation

7 ай бұрын

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 thanks, can you program it to click back to go to a previous screen?

@smallbusinessautomation

3 жыл бұрын

Thank you. I see no issues. Just connect to the previous page and name it Back

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?

@smallbusinessautomation

4 жыл бұрын

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?

@smallbusinessautomation

3 жыл бұрын

Thank you sir! Nope :) only as a new record.

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?

@smallbusinessautomation

2 жыл бұрын

Maybe try a blueprint. Looks like more of what you need.

Is there anyway we could have on demand wizards?

@smallbusinessautomation

4 жыл бұрын

What do you mean on demand wizards?

@LucasDantas1910

4 жыл бұрын

@@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?

@smallbusinessautomation

4 жыл бұрын

@@LucasDantas1910 Not right now. but, you can create a blueprint :)