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:
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:
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.
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.
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
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.
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 :)
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Maadhari M
Haiku Technical Support
Amy
Kevin Flynn
Ashika Suresh
Sticky Posts
Action requested: Retain your sales journey configuration in Path Finder
Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updatesIntroducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience byNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationGDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.
Hello folks, Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to processUpsert your missing data without affecting the historic logs
Dear Customers, We hope you're well! Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat the
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Data Template Amending
Hi, is it possible to remove data templates once you have applied them in Workdrive? Also, once I have added a new field to a data template can I mass update multiple files who have already been allocated that template and amend just that one addedUpcoming Changes to LinkedIn Parsing in Resume Extractor
Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browserWriter very buggy and glitchy after only a few minutes of use... oh my.
I am finding Writer to be very buggy and glitchy while using it. I've tried it in Firefox, Chrome, Safari... all Mac. Complete words get deleted on backspace (probably a feature, but disconcerting and bad design, esp. if you just want to delete a coupleImportant! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit
Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricingHow can I use the API to add a drop-shipping address to a sales order for one-time use?
I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have someMass Print Attachments from Selected Records in Custom Module
Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print thesehow to integrate zoho bigin to wordpress website ?
hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?Surely it's time Inline editing from views
I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.How to work with getFieldNames formdata functions ,Any Examples
I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents availableIssue with POST request creating Calls in CRM
Hello, I am in the middle of integrating some 3rd party Call center API with Zoho CRM and going through our logs I see some discrepencies. We sometimes get an error: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Duration","json_path":"$.data[0].Call_Duration"},"message":"PleaseSession "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français
Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,only lastname as index(?) field in custom module
Hello, I have a small problem. I have created a custom module. The data records are only labeled with the last names. Also in the lookup etc.... It's stupid if you have different first names with the same surname. Then I only ever see the surname. InCanvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)
¡Hola Comunidad! ¿Quieres entender mejor Zoho CRM o Zoho Desk? Nuestros expertos estarán disponibles para responder a todas tus preguntas durante nuestra sesión "Ask me anything". Puedes comentar este artículo y durante tres horas, nuestro equipo estaráHow to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, SvenImport CSV file into Zoho CRM using Zoho Flow?
Is there a way to automate the import of contacts from Zoho Flow to Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. I know you can do it with Zapier but I would like to stay within the ZohoDomain Change from apkbark.com to apkbark.io – Do I Need to Setup Zoho Mail Again?
I recently migrated my website from the old domain https://apkbark.com to the new domain https://apkbark.io. The Zoho Mail setup was previously configured and working perfectly on the old domain. Now I would like to know: Will my Zoho Mail setup automaticallyTDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix thisSorry to inform you that currently we cannot access the subform fields through writer deluge (zoho.writer.mergeAndSend).
This is the premium support answer from zoho. It means we cannot merge and send thru deluge related records (sub forms) items... Has anybody suffered from the same ordeal ? DO you have a workaround ? If not can you vote for this feature to be added toCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the followingQuotes
Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM
I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM. How I Can achive this in Zoho CRM.Importing a contact with a linked product
Hi, I'm trying to import my contacts from an excel spreadsheet and each of those contacts have fields that relate to products. Is there a way that I can import the contact with their linked product? Some of the contacts in my spreadsheet have multipleCRM - Workflow Rules to be applied and work across modules
Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can createAuto assign account owner
hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, onlyHow do I enter phone extensions?
How do I add a phone extension correctly so that when I dial the main number it will pause and dial the extension of the contact I want to talk to GregHow do you make tabs and place certain leads in them?
I am trying to figure out how to make a tab for my Florida contacts, California contacts and New York contacts. I make a new view named "Florida Leads" but when I click on it, ALL of my leads pop up in the same view... Is there a way to move leads into different categories? Thanks, WayneBoolean Fields in Mail Merge Displaying as Checkmarks
I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document —5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、Web to lead form not working
I am starting to use this Zoho product (3 users for free) to see if it really does what it should prior to making a purchase decision. One of the important parts of the ZOHO CRM is the ability to create a web form that auto generates a lead. We have setIs this a valid email from Zoho or a scam?
Hi, I received an email advising me to update MX records for Zoho mail. Is it legitimate? Thanks, Nelson. Dear Admin, You may know that your domain (eg, yourcompany.com) has an MX record that points to an email server configured to process email for your domain. We have noticed that some of our customers have used Zoho IP address (instead of DNS server name) in their MX records to specify the mail server. This is NOT recommended practice. Vendors will sometimes change IP addresses for number of validUpdating task using excel file
Hi, Is there a way to update existing tasks using excel file import? ThanksSearch on Postcode criteria not working properly
Hi there, I used to be able to do an advanced candidate search on 'Postcode starts with' and then enter the first two letters of the UK postcode. So if I used CH then it would bring back candidates in CH1, CH2, CH3 etc. This seems to have changed in the last week so that it now only brings back postcodes that exactly match CH only. I tend to use this search criteria extensively so need a fix for it asap please.Quotes vs Invoices vs Sales Orders
We have the need to create either quotes, invoices or sales orders for services we provide to clients for our sales team to present to them. However, we are confused in the purpose of each and which we should choose. Could someone explain the difference in them? Also, with these, we will have setup costs for our clients and then fixed monthly costs. For instance, we have services that are one-time services at $997 and then we have others that are monthly only ($250 per month). In addition, weTip 14: How to iterate a set of Deluge code a specific number of times.
Hello folks, As you might already know, recursive functions are used to perform a particular action a specific number of times. We had explained this in detail in our Tip #2. Similarly, there is another way in which you can iterate a set of Deluge code 'n' number of times. All you need to do is to create a List and use the For each index task to iterate it for a specific number of times. Here are a few use cases where this would be useful to you: To create 'n' number of duplicate records forIs it possible to register webhooks in Zoho CRM using API?
Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule thatCan't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted withRestrict Zoho One Account Notifications to Admins
Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administratorsOnline Calculator
Created a public shipping volume calculator for my website visitors to use. its pretty cool when you combine the power of zoho sheets and the web experience. I chose zoho because our users dont need to login or created acct like google doc users. this is great because ppl will accept the technology more without resistance. you can see the online calculator here: hxxp://www.dblusa.com/dbl_calculator.php peace! RSANext Page