For Zoho Services only:


I'm actually part of a bigger team at Ascent Business Solutions where we have support technicians and project consultants. Support is for smaller technical fixes but this can include developments, reports or integrations; depending on the size of the task. Projects are for more time-consuming developments such as revamps of the Zoho Suite of apps or on-site training. The advantage of a team is that if I am out-of-office for a day or so, there is always someone at Ascent Business Solutions who can deal with any queries/issues you may have.

Our support rates can be found and purchased at http://ascentbusiness.co.uk/zoho-support-2. A support bundle doesn't have an expiry date. So whether we can do what you want within the bundle and a year later need further support, if there are minutes left on the bundle then there is no additional charge.

Our project rates for bigger developments can be found at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices and will involve a dedicated project consultant along with developers who will hold your hand through the development process.

If you want help building a solution for one of the Zoho Apps in the Zoho Suite, contact us on 0121 293 8140 (UK) or by email at info@ascentbusiness.co.uk. You can also visit our website at http://ascentbusiness.co.uk.

I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)

What?
A quick article to explain why the full name might appear in the last name field in Zoho CRM.

Why?
We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman" - when Joel is not my middle name).

How?
This is a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix.

So the fix is a setting:
  1. Login to Zoho Bookings as the admin
  2. Click on the settings cog icon in the top right corner
  3. Navigate to the appropriate workspace
  4. Click on Registration Form
    Zoho CRM Zoho Bookings Sync Issue: Full Name appears in Last Name: Registration Form
  5. Configure the field for Guest Users
  6. Hover over "Name" and click on the pencil icon to edit this
    Zoho CRM Zoho Bookings Sync Issue: Full Name appears in Last Name: Guest Users Name Field
  7. Alongside "Field Type", select "First Name, Last Name"
    Zoho CRM Zoho Bookings Sync Issue: Full Name appears in Last Name: Guest Users First Name Last Name Setting

Now your booking form will be similar to the following:
Zoho CRM Zoho Bookings Sync Issue: Full Name appears in Last Name: Form Preview

And if the account is integrated with Zoho CRM, the contacts will be pushed correctly as first name and last name rather than full name to last name:
Zoho CRM Zoho Bookings Sync Issue: Full Name appears in Last Name: Sync with CRM


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Kind Regards,

Joel Lipman
www.joellipman.com

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