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

    • Organize and manage PDFs with Zoho PDF Editor's dashboard

      Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

    • Free Webinar - AI for email: Helpful or Hype?

      Hello, Zoho Mail community! 👋 We're kicking things off with a webinar you won't want to miss—and yes, we're going there: Is AI in email actually useful, or is it all hype? In this session, two of our experts will have an open, no-fluff conversation about

    • Balancing access, security, and productivity with Email Policy

      An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with

    • Is it possible to update multiple work items at once?

      Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?

    • See Every IM Conversation as It Happens

      Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat. But without real-time visibility, small issues become big problems. A session stays open longer than expected. A

    • Release Notes | January 2026

      We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

    • Product Request: Send email to Secondary email

      Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

    • Franchise

      Is there a solution of how to organize global franchise organisations?

    • Recording overpayment?

      So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Composite Product (kit) - Dynamic Pricing

      I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the

    • Urgent: Slow Loading Issue on Zoho Commerce Website

      Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

    • Need help with importing expenses

      I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • ERROR CODE :550 - 550 5.1.1 Invalid email recipients

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. mustafa.ashraf@techlink-eg.net, ERROR CODE :550 - 550 5.1.1 Invalid email recipients

    • What's New in Zoho POS - February 2026

      Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

    • Can i integrate bigin with google voice?

       I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

    • POP/SMTP access authentication failed

      I am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?

    • Our Review Of Zoho CRM after 60 Days

      The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Allow Admin to Configure Report > More Options Button

      As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • You cannot send this campaign as there is no contact in the selected mailing list.

      We have synced contact lists and sent campaigns just fine prior to today.  Now no matter what list I upload when I go to send the campaign it gives an error "You cannot send this campaign as there is no contact in the selected mailing list." And now it

    • Pivot Report Formula - using a today() variable

      Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error that

    • Cannot connect IMAP to outlook

      Hello I have followed the instructions to connect my zoho account to Outlook IMAP but get this message: Session Id: bba118fb-151c-824f-9512-3ad1e91b109d Timestamp: 1708976566964 Error code: INVALIDCREDENTIALS INTERACTIONREQUIRED I'm using the exact configeration

    • Department Overview by Modified Time

      We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Zoho Workdrive download was block by security software

      Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow

    • Choosing a portal option and the "Unified customer portal"?

      I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

    • General feedback

      I think Zoho is at the moment (potentially) the best, or perhaps the only, real online solution, for business, and not just business. Surely the only one that has all the features that I need (and I've probably tried everything, at least all that has a cost-free option). It has still got lots of bugs and imperfect features, so I do hope it keeps developing and becomes a really professional platform. Lots of people (including me) want to use such one platform for all scheduling/mail/note-taking...

    • How to add SSL to Short URL custom domain?

      Hi, I've added a custom domain the the URL Shortener Domains. It's creating the short URL fine, but when clicking through, firstly I get an SSL warning, then a 400 Bad Request warning.

    • Single Portal for Multiple Apps

      Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

    • Antispam validation failed for your domain in Accounts

      I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":

    • CodeX Scripts for Enforcing Custom Project Logic

      Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

    • Cancelled appointments still block out timeslot

      I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

    • Preventing Group Emails From Being Sent to Group Member Personal Mail

      We have a group setup for a public facing email address. We have streams turned on for this group. Right now when an email is sent to this group email it hits the group stream and also sends a copy of the email to all group members. We'd like to disable

    • Unusual activity detected from this IP. Please try again after some time.

      Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

    • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

      ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

    • Next Page