Client Script | Update - Client Script Support For Custom Buttons
Hello everyone!
We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions. This support is now available across all DCs.
Custom Buttons enables you to extend your Zoho CRM and perform a predefined set of actions based on your requirements.
What you can do with this new capability?
With Client Script support for custom buttons, you unlock a whole new level of control, interactivity, and speed within Zoho CRM. Here is what this powerful enhancement enables:
- Trigger record-specific logic instantly, based on where and what you're viewing.
- Auto-fill fields and suggest values intelligently for faster input.
- Cut down clicks and complete tasks faster with in-context buttons.
- Run guided multi-step flows that adapt to user input.
- Prompt users for confirmation before taking action - prevent mistakes and keep control in their hands
- Dynamically control a field’s visibility and properties, such as mandatory status, read-only state, and more
- Act in place - no tab-switching, no disruptions, just smooth execution and much more
How to configure this new capability?
You can now create a custom button and add Client Script for the created button by following these steps.
You can now create a custom button and add Client Script for the created button by following these steps.
- Go to Setup → Modules and Fields under Customization.
- Select a Module (e.g., Leads, Deals).
- Click on Buttons → Then click + New Button.
- Enter Button Name and select Action Type as "Client Script"
- Choose Button Position and Layout details.
- Click Create in Configured Client Script, enter the script, and click Add.
- Select the profiles for which these buttons should be visible.
- Click Save.
Note
The Client Script you intend to link with the button will be saved only after the custom button is saved.
Details of Custom Button Configuration with Client Script
- Event Type - Button
- Event Name - onClick
- Argument - context
The context differs based on where the button is placed.
Let's explore how to implement this through the following use cases.
Use case 1: Add Notes instantly from List View or Bulk push notes to multiple records with a click!
Zylker’s sales team often needs to add notes while reviewing or after campaigns. Currently, they must open each record individually, making the process slow and inefficient. To streamline this, the admin wants to:
a. Include an "Add Notes" option directly from the List View for individual records, allowing sales reps to add notes without opening each record.
b. Add a "Add Bulk Notes" option, allowing users to select multiple records and add a common note to all selected records at once.
a) Here is the implementation of "Add Notes" in the List Page.
b) Here is the implementation of "Add Bulk Notes" in the List view page.
Use case 2 : Import product details effortlessly from Zoho Sheet and populate the Subform with a single click!
Zylker manufactures medical instruments, and its sales representatives manage bulk orders from distributors and hospitals. Product details are typically provided in a sheet, which the sales reps must manually enter into the subform on the Order Creation Page(Create Page). To streamline this time-consuming process, the admin wants to add a custom button named "Import Products" to the Order Creation Page. When clicked, it should
- Prompt for the Sheet ID.
- Fetch order details (product names, quantities, and prices) from the specified Zoho Sheet.
- Populate the Product list Subform in Zoho CRM.
Code Sample link
Use case 3 - Send bulk emails to selected students directly from the Course Module's Related List with ease!
Zylker’s managers often need to reach out to multiple students enrolled in a course - whether to share updates, newsletters, or important announcements. Currently, they have to open each student record individually to send an email, which is time-consuming.
To simplify this process, the admin wants to provide a "Send bulk mail" option in the Student Related List under the Course record, allowing managers to select multiple students and send a personalized email to all selected students in one go.
Note
- Client Script can be configured only from the Buttons page. The setup page displays existing scripts. Once a script is created, it can be edited and updated from the Client Script setup page.
- Mobile support will be available in Q3, 2025.
This support will be rolled out soon. 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
Subhash Kumar
Haiku Technical Support
Pablo Silva Osorio
Ishwarya SG
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
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
Using Zoho Forms vs Zoho Survey
Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK
We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through theZoho CRM sync
Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-wayAdd serial number in print page list
How can i add serial number in print page for every entries?Trying to Delete records from Creator not found in CRM
Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". PleaseCan't login to Zoho mail
I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a fewREST API for Branch and Budget
Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?STOP FRAUDULENT TRANSACTION IMMEDIATELY
I DID NOT AUTHORIZE THIS TRANSACTION OR RENEWAL, STOP IMMEDIATELY CHARGING MY CARD I CAN NOT CONTACT SUPPORT, NO ONE IS AVAILABLE ON CHAT PAYMENT ID RPCW2003260759193Best way to handle a credit card download fiasco
Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was usedWhen Opening Zoho Mail I always get a Tab with an error (See attached image)
Everytime I open Zoho mail I get this. It is trying to open a deleted email. I already tried going to Settings > While Starting up Changed that option back and forth but this persists. Its annoying. Other than that I love this. Any help would be appreciated.Pre-Registration - Suggestion
Suggest to add a Pre-Registration feature for non-scheduled events. Scenario is that we have a training academy and would like to collect pre-registrants prior to an actual scheduled event so we can use this as a basis for demand management and scheduling of new events for those expressing interest.Not all messages showing in folders in iOS mail.app
I have a bunch of emails filed in various folders. Those folders are showing all of the emails in them on Zoho.com and in the Zoho Mail app on my iPhone and my iPad. They also all show up fine in Mail.app on my Mac. The problem is that certain (not all)Where do the 'Archived' mails go?
I have hit 'Archive' on quite some mails I still needed, but didn't want in my inbox anymore. I obviously thought 'Archive' is not the same as 'Delete', since they don't even pass the trash folder this way, and right now I was looking for one of thoseSignature image size changing on replied emails
Hi, Sometimes I see the size of the image I use as signature changes when I open replied emails. Do you know why is this happening? It doesn't seem to happen when I send emails to Gmail though. Signature should look like in attachment "Signature_normal.jpg"Não consigo enviar emails. "Razão:533"
Não consigo enviar emails. "Razão: 533 Relaying disallowed. Invalid Domain" aparece e me impede de enviar emails... Como resolver o problema?Error when setting up IMAP access in Gmail
Hi I set up POP3 access via Gmail for my Zoho-hosted domain email. I just tried to change it to IMAP access, however when inputting the settings I received the following error message from Gmail "Missing +OK response upon connecting to the server: * OKZoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop
Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most"Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook
Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3How do I delte a mailbox alias
Hi everyome, I have created a mailbox alias on one of my accounts, but I can't figure out how to delete it again. When I go into the control panel on my super-admin account and click on user details and the settings for the user, I can see the mailboxAllowing vendors to Upload Purchase Invoices against Purchase Order
Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.Deluge - forward incoming email with original attachments and content but new subject
I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even toError: "The conversation window has expired." on WhatsApp
Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day atHow to Sync Desk KB and Sales IQ KB?
Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two differentNeed help! Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked.
Hi Zoho team My account name is senpai.atelier, it’s been few days I can’t send Emails with the same error messages. I’ve raised the issue to support@zohomail.com that doesn’t respond to my query. I wonder if you may help troubleshooting soon.Zoho arrives to Spam on all Microsoft Accounts (Outlook, Hotmail, Microsoft 365)
I believe this is a very serious issue. All my email accounts in Zoho arrives straight to SPAM. Thing is, a lot of clients rely on email arriving to Inbox, specially on Microsoft Accounts since it is used a lot both for business and personal email sending.Registeration
I just added the TXT code. What next?Cannot receive password protected zip files
Hello, I cannot received a password protected attachments. Also all my members in the same domain has the same problems. Can you please help me? Best regradsERROR 554 5.1.8 Sender Address Blocked code(554)
We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message: 554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,How do I associate pricebooks to a customer?
I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebookZoho mail stopped receiving emails
Our email are stopped to receive outsider email. i have checked the DSN, it's pointed to ZOho mail. Can anyone help me to fix this issue urgently? Thankssend email from web application
Hello, I'm experiencing an issue with sending emails from my web application. Here are the configuration parameters currently in use: ini Copia Modifica quarkus.mailer.from=noreply.sedis@mondonovo.net quarkus.mailer.host=smtp.zoho.com quarkus.mailer.port=465Custom CSS in Zoho Form
Hi, Please let me know, how we can add custom css in Zoho Form. ThanksZoho Recruit
Getting this issueMissing Email
We recently started using ZohoMail we migrated our users from google workspaces. The migration process seemed to have gone smoothly however not all emails are showing in the inbox folder. For example: If I sort the inbox folder from old to new. (OldestClient Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on SubformAccount blocked after accessing via VPN
All my accounts are blocked after using a VPN. I have submitted multiple support tickets without response. It’s critical that my email be restored asap Can you please provide a way to unblock my accountsExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Courses without signup
Can I create "real" public courses where no signup is needed?Espace Sandbox – Votre environnement de test sécurisé dans Zoho Projects
Zoho Projects propose un sandbox sécurisé pour tester des configurations, des personnalisations et des modifications sans compromettre les données en production. Note : Disponible avec le plan Enterprise le plus récent basé sur les utilisateurs (y comprisDescargas en learn
Buenos dias, yo en mis cursos para no tener que cargar los archivos que utilizare en las lecciones decidi utilizar la opcion de bloques para añadir un enlace de mi workdrive con el video que deseo para que sea todo mas organizado, pero hay un problema.Next Page