Aadhaar Verification for Zoho CRM
Contents
- Prerequisites
- Key Features of "Aadhaar Verification"
- How to install the "Aadhaar Verification for Zoho CRM"
- New fields have been added to the Leads and Contacts module
- How to verify the Aadhaar details in the Leads and Contacts module with and without a button
- Support
Prerequisites
- You must be Zoho CRM super admin.
- Zoho CRM Enterprise Edition or higher is required.
Key Features of "Aadhaar Verification"
- Seamless Aadhaar Integration: Effortlessly integrate Aadhaar verification into your Zoho CRM, ensuring quick and reliable identity confirmation.
- Real-Time Verification: Verify Aadhaar details in real-time within the Leads and Contacts modules for instant validation.
- Enhanced Data Accuracy: Improve the accuracy of your CRM data by validating customer information against official Aadhaar records.
- Automated Process: Automate the verification process, reducing manual entry errors and saving time.
- User-Friendly Interface: Enjoy a seamless user experience with an intuitive interface designed for easy navigation and use.
- Easy Setup and Configuration: Simple and intuitive setup process to get started with Aadhaar verification in no time.
How to install "Aadhaar Verification for Zoho CRM"
1. Go to Setup>Marketplace>All.
All the installed extensions are listed. Under All Extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "Aadhaar Verification for Zoho CRM."
Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now."
If you choose "Start a free trial", you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."
1. Choose one of the following, then click Confirm:
- Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
- Install for all users - The extension will be installed in CRM for all users.
- Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
The extension will be installed automatically for specific users.
There are two options to purchase the extension, you can purchase "Monthly" or "Annually" based on your needs.
A pop-up will show up on the screen during extension installation. The "Aadhaar Auto Validation" option validates the Passport details automatically in both the Leads and Contacts modules.
New fields have been added to the Leads and Contacts module
| 1 | Single Line | Aadhaar UID Number | This field will represent the Aadhaar Number |
| 2 | Pick List | Aadhaar Status | This field will represent the status of the Aadhaar whether it is valid or not |
| 3 | Multi Line | Aadhaar Details | This field will represent the Aadhaar like Gender, Masked Mobile number, Age Band, and state |
Aadhaar UID Number: This field will represent the Aadhaar Number.
Aadhaar Status: This field will represent the status of the Aadhaar whether it is valid or not.
Aadhaar Details: This field will represent the Aadhaar like Gender, Masked Mobile number, Age Band, and state
| 1 | Single Line | Aadhaar UID Number | This field will represent the Aadhaar Number |
| 2 | Pick List | Aadhaar Status | This field will represent the status of the Aadhaar whether it is valid or not |
| 3 | Multi Line | Aadhaar Details | This field will represent the Aadhaar like Gender, Masked Mobile number, Age Band, and state |
Aadhaar UID Number: This field will represent the Aadhaar Number.
Aadhaar Status: This field will represent the status of the Aadhaar whether it is valid or not.
Aadhaar Details: This field will represent the Aadhaar like Gender, Masked Mobile number, Age Band, and state
The button will manually examine each Aadhaar Detail to see if it was sent separately. There are two ways it can operate. When you install by enabling the checkbox, validation is automated; at that point, the button will also function. If you didn't enable "Aadhaar Auto Validation", validation is done manually.
How to verify the Aadhaar details in the Leads and Contacts module with and without a button
Leads Module
Without a Button:
If the "Aadhaar Auto Validation" checkbox was enabled during installation, the validation will take place automatically without the need for a button; otherwise, you must manually complete the validation by clicking the button.
With Button:
To verify Aadhaar details, use the button present in the Leads module. When you click the "Verify Aadhaar" button, a widget will appear displaying "Verified," "Age Band," "State," "Mobile Number," "Gender," and "API Quota." After the Aadhaar details are verified, you can check the box and click "Update" to update the record, or click "Close" to exit the widget.
Contacts Module
Without a Button:
If the "Aadhaar Auto Validation" checkbox was enabled during installation, the validation will take place automatically without the need for a button; otherwise, you must manually complete the validation by clicking the button.
With Button:
To verify Aadhaar details, use the button present in the Contacts module. When you click the "Verify Aadhaar" button, a widget will appear displaying "Verified," "Age Band," "State," "Mobile Number," "Gender," and "API Quota." After the Aadhaar details are verified, you can check the box and click "Update" to update the record, or click "Close" to exit the widget.
Support
Contact Number: +919868329081
Email: support.extensions@nexivo.co
Website: www.nexivo.co
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