Client Script | Update - Client Script Support For Portals

Client Script | Update - Client Script Support For Portals

Dear All!

We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all DCs.

A Portal enables you to share selective data in the Vertical Solution with your customers. With this update, Client Script functionality is extended to Zoho CRM Portals, allowing businesses to enhance portal interactions without creating new scripts.

Here's what you need to know:


Idea
Effortless Integration

  • Your existing Client Script will automatically function within portals—no need for tedious rewrites or duplication.

Tailored Flexibility

  • Customize Client Script to operate portal-wide, target specific user types, or even individual users, ensuring they align perfectly with your business needs.
  • You can utilize $Crm.user to access all necessary details about user.

Response of $Crm.user for Regular User

Response of $Crm.user for Portal User

{

  "id": "4013519000000559001",

  "zuid": "74359639",

  "full_name": "Daniel",

  "first_name": "Daniel",

  "last_name": null,

  "email": "daniel.si+dx@zohotest.com",

  "date_format": "MMM d, yyyy",

  "type": "Regular User",

  "profile": {

    "id": "4013519000000015972",

    "name": "Administrator"

  },

  "role": {

    "id": "4013519000000015966",

    "name": "CEO"

  }

}

{

  "id": "4013519000000572496",

  "zuid": "1029309420",

  "full_name": "Marrier (Sample) Kris",

  "first_name": "Kris",

  "last_name": "Marrier (Sample)",

  "email": "Marrier.sg@zohotest.com",

  "date_format": "MMM d, yyyy",

  "type": "Client Portal User",

  "profile": {

    "id": "4013519000000568002",

    "name": "ClientPortal"

  },

  "role": {

    "id": "4013519000000559999",

    "name": "Portal User"

  }

}

 


Early Access Opportunity

  • Eager to get started? You can adjust your scripts now and enable this feature in your portal ahead of the auto-enablement.

Implementation Timeline

  • This feature will be enabled to all portal user types by November 1.

Action Steps

To ensure a smooth transition, businesses should use this period to:
  • Review existing Client Script.
  • Modify scripts to accommodate portal-specific scenarios.
  • Test and validate adjustments before the auto-enablement.


Notes
Note :

For newly created user types, Client Script will be enabled and will work by default.

Your proactive engagement will ensure you reap the full benefits of this exciting enhancement!

You can see this information on the Portals page.



Now, let's see some scenarios where users may require scripts to work differently for portal users and CRM users.

Quote
Scenario 1 : Controlling Delete Button states and Field Accessibility Based on Order Status by Portal user

The Delete button is enabled only when the order status is "Created" and remains disabled for all other statuses. After a CRM user approves the order, all fields become read-only for portal users.

Using the Client Script constant $Crm.user.type , you can easily find the type of user logged in (either "Regular" or "Client Portal") and then add your script. If your script is specific to Portal users, simply add this line if ($Crm.user.type == 'Client Portal User')




Click here to view the source code

Quote
Scenario 2: Managing Order Status Based on Portal User Type

Consider there are two user types in the portal:

Vendor Portal: Vendors can update Approved orders to "Delivered" in the Edit Page but cannot change it to any other state.

Client Portal: Clients cannot make any changes to the order status once the order is created.


Click here to view the source code.


Notes
Note:

  • $Crm.org and $Crm.environment will return null for portals.

Unsupported Actions in Portals:

  • ZDK.Apps.CRM.Functions.execute()
  • ZDK.Apps.CRM.Connections.invoke()
  • ZDK.Page.addTag()
  • ZDK.Page.removeTag()
  • ZDK.Page.getTags()
  • ZDK.Page.getList().freezeColumns()
  • ZDK.Page.getList().selectRecords()
  • ZDK.Page.getList().clearSelection()
  • ZDK.Client.openMailer( )


We hope you find this incredibly beneficial!



Happy Client Scripting :)

    • Recent Topics

    • Formula fields

      Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically

    • Zobot operator information

      I am working on a zobot that calls a plug to send data to our API. I want the response data from that API to be shown only to the operator and not the customer. I have tried writing this data out to the visitorCity field but nothing gets updated on the

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Is it possible to use module field filters via URL parameters?

      It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My

    • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

      Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Credit card

      Coming from another software, is it possible here to typically have credit card payment off, but independently per customer, click a box (possibly on the invoice when I go to to send) allowing that 1 allowed customer credit card payment, NOT ALL of my

    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

    • Connecting Portals from different Zoho apps

      Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

    • Customer Management: #5 Never Let the Customer Slip

      When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers

    • Deluge date time issue

      The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025

    • Zoho Projects Android and iOS app update: Mobile device permission based on user profiles

      Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentioned

    • How do I add a blank line to the Organisation Address Format?

      I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.

    • treatment for rehires

            Hello,  we are aware of the fact that Zoho People at the moment does not has a provision for rejoining exited employees. But is there any quick fix or hack to this? It will be appreciated a lot. 

    • Zoho Projects Android and iOS app update: Timesheet module is now renamed as 'Time Logs', delete option has been renamed to 'Trash'.

      Hello everyone! We have now renamed the Timesheet module as Time Logs and the delete option as 'Trash' on the Zoho Projects Android and iOS app. Time Logs Android: Time Logs iOS: Trash option Android: Trash option iOS: Please update the app to the latest

    • Zoho Mail app update: Manage profile picture, Chinese (Traditional) language support

      Hello everyone! In the latest version (v3.1.9) of the Zoho Mail app update, we have brought in support to manage profile picture. You can now set/ modify the profile picture within the app. To add a new profile picture, please follow the below steps:

    • Reminders for Article Approval

      Is there a way to send reminders for approvers to review articles and approve/deny them? I'm not seeing that option anywhere.

    • Add Full-Screen Viewing for Quartz Recordings in the Client Interface

      Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the

    • 2025 Recap: A Year to Remember | Zoho Inventory

    • Important Update : Pipedrive deprecated fields no longer supported in Zoho Analytics

      Dear Pipedrive users, We would like to inform you about a recent update related to your Pipedrive integration with Zoho Analytics. The Pipedrive team has deprecated certain fields from their application. You can find more details in the official Pipedrive

    • Product Updates in Zoho Workplace applications | November 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert

    • Right-Click Pipeline to Open in New Tab

      Please add the ability to right-click on a pipeline to open it in a new tab

    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

    • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

      I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable

    • Sending automated messages that appear in the ticket's conversation thread

      Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

    • sync views to sheet

      Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do

    • How to update the Status in a custom module?

      Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");

    • Reporting Tags

      We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use

    • Opening balances - Accounts Receivable and Payable

      Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or

    • Replace Zoho Invoice with QuickBooks

      We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.

    • 2025 Highlights: A Year of Steady Progress and Significant Developments

      As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management. In the Spotlight Introducing Online Booking (US edition only - Early access) Enable online

    • Function #42: Show the actual rate of items on invoices

      Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to an

    • Ability to Set Text Direction for Individual Cells in Zoho Sheet

      Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

    • New in CRM: Dynamic filters for lookup fields

      Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

    • Warehouse fast processing

      Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,

    • Automatic Invoice Number generation for createRecord

      Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.

    • Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

      Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.

    • Start/Stop Timmer in Chrome Extension

      The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.

    • Invalid collection string

      I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed

    • Next Page