New capabilities for custom buttons: Elevate UX and CX with just a click!

New capabilities for custom buttons: Elevate UX and CX with just a click!

-------------------------------------------------Post moderated on 24th May--------------------------------------------------------------

Dear all, The feature is now available for all users in all DCs. 


Dear Customers,

We hope you're well!

We're happy to announce enhancements we've made to buttons.

Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required. It was originally designated for use within modules. Realizing its importance in users' productivity, we opened the ability to configure buttons inside records, Wizards, Canvas, and related lists as well. Also, you can bridge your CRM to a third party software.

Now, to provide context and convenience, we are expanding the scope of buttons even more.
  • Layout-specification: We've added the ability to choose layouts while configuring buttons, which helps provide more context to your data organization efforts.
  • Portal accessibility: We enabled buttons for portals to offer exclusivity for customers and also to extend these UX capabilities to CX.
  • Kiosk accessibility: We also have a value-adding use case with regard to Kiosk.

Let's go in detail!

Buttons are now layout-specific

Layouts in Zoho CRM are customizable data templates that help you collect, store, process, interpret, and manage data to manifest your business processes. You can also run automations based on layouts. These layout-specific capabilities help align your CRM to your business processes.
However, until now, any button placed in record detail, create, or clone pages was invariably displayed for all layouts. This generic prevalence of a button irrespective of the layout or the process lacked context.

The screenshots below feature two buttons on the record details page. The button Send to events for leads from trade shows and the other, push to WFS for leads coming in via online store. Both the buttons help push data to different applications.

You can see, how two buttons irrespective of their relevance, are displayed in the record details page invariably.

Now, to provide clearer context and, more importantly, to make buttons more process-specific, we've introduced the ability to select which layout(s) a button should appear in before selecting its position. In fact, you can select one or more layouts, or choose all layouts (but this time it's your choice!).

In the screenshots below, you can see leads with different layouts—each with buttons specific for its layout.


Note: Layout choices will be available only where they're applicable. If you choose to place buttons in the list view (module view), then you won't be able to select the layouts.

UI update: Separate links and buttons tab

In line with this layout selection update, we've also split the former Links and Buttons tab into two distinct tabs: Links and Buttons. With this split, you'll not only have a dedicated list of links and buttons, but also get the benefit of managing each of them individually.


Empower portal users with more accessibility

Portals are a self-service channel Zoho CRM offers. By extending access to certain modules to portal users, you can enable them to create, view, and update records all by themselves. Click here to learn more about portals in Zoho CRM.

Now, to give Portal users, accessibility and a great experience that CRM users have had thus far, we've also developed the ability to create/extend buttons to records shared via portals.

Moving forward, admins create buttons exclusively for portal users or extend existing buttons to them. 

What does this mean for your business?

Building or extending custom buttons in portals opens up a lot of possibilities. In addition to the standard record buttons, by providing access to custom buttons in Portals, your Portal users will be able to do what CRM users can do, such as send SMS notifications, save records as offline files, push information to on-premise tools, and more. The possibilities with custom buttons are endless, and they offer the following benefits: 
  • Curb their dependence on CRM users
  • Add convenience
  • Elevate the user experience
  • Minimize effort required for manual tasks
But wait—this update to custom buttons does lead to another interesting use case. Let's talk about Kiosk Studio!

Kiosk Studio is one of our latest and most anticipated releases. It's a no-code customization tool that CRM users can use to get quick service at the click of a button. You can quickly display a screen, retrieve information from your database, or save information to it. Click here to learn more about Kiosk.

Summoning a Kiosk is one of many custom actions you can configure for custom buttons. If you've already configured Kiosk for your organization, you can associate it with a custom button as an action and initiate designated tasks.

Let's look at an example of how a Portal user can schedule a car service all by themselves:

KM is a premium car care center that deals with its correspondence online. All the customer has to do is to schedule a service on their portal, and they will be contacted. This is a classic example of a Kiosk inside a Portal.

This way, custom buttons can serve a larger purpose for your business. We hope these enhancements provide a lot more flexibility and convenience as you work with Zoho CRM. If you have any questions or feedback, please feel free to drop a comment.
That's all, folks!

Availability: These updates are available for all users in US DC as of now. It will be opened in the rest of the DCs in a couple of days.

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian
Zoho CRM - Marketing

Rephrase with Ginger (Cmd+⌥+E)

    • Recent Topics

    • Formula Field/Campo de Fórmula

      Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,

    • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

      Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

    • Formatting Problem | Export to Zoho Sheet View

      When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Feature Request - The Ability to Link A Customer with a Vendor

      Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes

    • Long table name (sync from Zoho Creator)

      Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.

    • [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

      Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator

    • Unattended - Silent

      How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?

    • Importing into Multiselect Picklist

      Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

    • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

      Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

    • [Need help] Form closed. Please contact your form administrator for further assistance.

      https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form

    • Zoho People. Updating TabularData

      I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Unable to Send Different Email Templates for Different Documents in Zoho Sign

      Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

    • Reminder needs 0 minute choice

      I most use 0 minute reminders.  Every other calender service has this choice.  If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute.  Please ad 0 as a reminder choice, this should be a 5 minute fix.  Thanks.

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

      Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

    • How to update task start date when project start date changes?

      Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

    • Issue with Picklist Dropdown Not Opening on Mobile

      Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

    • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

      based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

    • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

      Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

    • Zoho Commerce - How To Change Blog Published Date and Author

      Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.

    • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

      We have Zoho One Enterprise and yet we can't create widgets on inventory.

    • ZMA shows as already connected to Zoho CRM, but integration not working

      When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.

    • Automatic Email Alerts for Errors in Zoho Creator Logs

      Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

    • Workflow Rule - Field Updates: Ability to use Placeholders

      It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc

    • Password Assessment Reports for all users

      I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Setting certian items to be pickup only

      How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Automation #10 - Auto Assign Ticket based on Keywords

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

    • Automate attendance tracking with Zoho Cliq Developer Platform

      I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

    • Reusable Custom Functions Across Department Workflows

      Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

    • Don't Allow Customer to Edit Values After Submitting Ticket

      After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

    • Next Page