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

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


Source(s):
Category: Zoho :: Article: 761

Please publish modules in offcanvas position.