Display All Custom Buttons Without Dropdown on Record Page
In my org's workflow we usually want to do some kind of quick action off of an individual record - i.e. of an individual contact, or individual deal. What we have always found a hindrance is the location of all custom buttons being in the drop down on the top right of the screen. Sometimes it's forgotten that a certain quick action exists because it's not visible and thus it's not used.
Is it possible to have an expanded row of all of the custom buttons? Or be able to place certain custom buttons on the screen in the module layout editor the same way you place fields? If not could something yielding a similar outcome of "having all the relevant custom buttons visible on the record page at the same time" possibly be done in an alternative way?
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
Nick
Haiku Technical Support
Hugh Marshall
Sticky Posts
Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNimble 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 integrationZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
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
Add Video block needs improvement
I regularly send out links to videos in my campaigns and I find that built in video block is never good enough to use in my campaigns, so I have to make a thumbnail in Canva and upload it or screenshot the actual video on YouTube. The concept of the videoProfile cannot add tasks, calls or meetings
Good morning, I have a Profile of users that's called "Standard2" and their module permissions are set as follows: Despite this, one of my users on the Standard2 profile gets this when they try to add a call: Any idea how to fix this? If i bump them upZoho Developer Community Monthly Digest – April 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resourceDataprep est-ce que zoho est sérieux ??
Nous venons encore de passer plus de 2 heures avec le support zoho qui est incapable de résoudre le problème rencontré dans la mise en place d'un pipeline de données entre le C>>RM et DataPrep Celà fait 5 mois que nous essayons de faire fonctionner leSTOCK COUNT - How is this even possible
Dear Zoho One, We have a lot of products from Zoho but I really don't understand this. We mainly use ZOHO FSM with ZOHO INVENTORY because we are in service and maintenance for electric charging stations for cars All employees of Zoho FSM have their ownChanging sequence of buttons
How can I change the sequence of these buttons? I want the 'Versturen referral campagne' to be displayed as the default buttonUnapproved Articles for Review?
What is this feature and how do I use it? I'm not seeing any option to mark articles as unapproved and needing review.Trying to fetch related list data from deals module
I need to fetch stage history data which comes in related list in deals module using coql. How can I achieve that? { "select_query": "SELECT Technical_Survey_Date as system_order_confirmation_date, Stage,Created_By, Latest_Quote_Creation_Date,Originating_Source,Stage-Probability Mapping
How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach a given stage (eg. Artwork/Price Quote), what percentage of them become Closed-Won? I want to populateFollow-up Sequences
For following up with leads based on open/click status.How do I change the sort order of items in the User Filter?
I have a chart for which I have set a custom sort order for a field. I noticed that in the user filter for this field, the order is shown as alphabetical. It does not reflect the custom sorting that I configured. I even tried selecting the checkbox "MakeAutomate Zoho Projects Task Data Export and Email Delivery (for Non-Users)
In many real-world scenarios, we need to share Zoho Projects task updates with clients or team members who don’t use Zoho or don’t have access to the platform. Since there’s no built-in way to export and email tasks directly within Zoho Projects, I putBulk Add notes
I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able toHow to use CRM custom button and client script?
Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-SideMatch one bank transaction to multiple customer with TDS dedcuction
Hi team, Just wanted to know. How can i match one bank entry to multiple customer invoices with tds.Zoho Product Sync between Books and CRM is a mess
The syncing of products between Zoho Books and CRM is completely broken. Why is ZOHO CRM the center of all products? Surely it should be Books or Inventory that is the central focal point of all things to do with a business backend (i.e. not marketingHow can i resend a campaign to only one of the recipients on the original campaign
How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, MikeTransferring CRM Attachments to Workdrive
relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",Zoho Campaign low open rate
I have been using Zoho One, Zoho CRM and Zoho Campaign to make my web application, but since I started using zoho campaign to send emails, it has low open rate (actually zero for the latest campaign for 2 days) For people who have more experience or knowMore Workflow Triggers
We utilize a lot of workflows in our organization. Recently we've identified two use cases where we would like a workflow to run a function. Upon further checking, the workflow trigger wasn't available, or the only option was to run the workflow moreサブフォームアップデート 静的サブフォームについて
昨年のアップデートにある「静的サブフォーム」の詳細についてご存じの方はおられませんでしょうか？ Zoho CRM - 2024年10月〜12月のアップデート https://www.zoho.com/jp/crm/blog/q4-2024-update.html 画像をみると項目を固定できるようですが、2025年5月現在、こちらの USデータセンター環境では設定箇所がみあたりません。 設定方法や設定箇所などご存じの方おられましたら共有いただけると幸いです。IP Address List > Sigma
We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platformContacts per department
Hello, Is it possible to limit Contacts to a Department? ThanksHave One Custom Function Run After Another Custom Function Finishes - ZoHo Desk
Hello, From what I'm seeing in ZoHo Desk. If there are multiple custom functions that run when a ticket is initially created, the custom functions seem to run simultaneously. Is there a way to have one custom function finish before starting another customemail templates are a mess with fonts
Any time I edit a template or adjust the content of an email while using it the fonts change. Previewing does no good as it appears one way but is sent another. for example .. this was made using Tomaha 2nd size with NO BOLDING. and this is what my clientNew Style for multilevel list numbering
Hi, in my country most of legal contracts are numbered in top level as First, Second.. (Primero, Segundo, Tercero...). I suggest include this style for multilevel lists. Thanks in advance.integration with Notion
Hi. I'm tryng to use zapier for syncing notes between Zoho and my Notion Database. But when creating a zap with their models, I get an error wih this kind of message : Step 1 - New Note Card in Notebook in Zoho Notebook request to https://notebook.zoho./%7B%7Bsel_dc%7D%7D/api/v1/notification/filtered/register?JSONString=%7B%22resource_type%22%3A%22NOTEBOOK%22%2C%22filter_type%22%3A%22ID%22%2C%22filter_value%22%3A%22lovap7e4ebb0fdbaf4ac697d9218619d32fbf%22%2C%22action%22%3A%22UPDATE%22%2C%22url%22%3A%22https%3A%2F%2Fzapier.com%2Fhooks%2Fstandard%2F19820952%2Fcf840faec6aa42c5acdf1f5775131ec6%2F%22%7DAssociate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. ThanksIs A Coloured Picklist with Dynamic Automation possible?
Hey All, Just wondering if it is possible to setup a coloured dynamic picklist, Example below. Automating colour for ticket age based on creation date, So it is dynamic and changes as the ticket ages? 24 Hrs > Green 48 Hrs > Orange 72 Hrs > RedEnable Mixed Channels with Employees, Guest Users, and External Users
Hi Zoho Cliq Team, We would like to request the ability to create a channel in Zoho Cliq that includes all three types of users: Internal employees (organization users) Guest Users (non-Zoho users joining via guest chat) External Users (users from otherAssociate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that weChequered lines in notebooks
Can the notebooks also be used with chequered lines or only with ruled lines? Or is it only available in blank? Thanks for the info! Greetings AndreasHow to add/remove tag to a ticket with function?
Hi, I have had to create a function in Zoho Desk. However, it appears that the syntax differs from that in CRM. I realized that it is necessary to add organization ID in some commands what is not necessary when you create a funciotn in CRM. Could youIntroducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks
Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them toERROR CODE554 5.1.8: unable to send message reason 554 5.1.8 email out going blocked
Dear Zoho Mail Support, It's been nearly 24 hours and we still can't send emails. Our outgoing emails are blocked with the error message "554 5.1.8 Email Outgoing Blocked." This restriction is and will severely impact our business operations and causingZoho Desk Onboarding Assistance - How to do bulk taging
Hi How to apply a particular tag to multiple tickets in one go.New Assembly Screen - Doesn't Search by SKU
When one wants to make an Assembly by clicking the plus sign from the "Assemblies" tab, the first step is to enter the Composite Item that one wishes to assemble. Logical, but the problem is that one cannot search that by SKU, only product name. ThisCRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must beAnnouncement - Custom Function Series
Hi folks! One of the key attributes of Zoho Books that we're really proud of is the ability to automate your routine accounting tasks in an efficient manner. For most businesses, accounting would involve a set of repetitive tasks that consume a good chunkZoho CRM Create Client script using Custom Buttons
Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't weNext Page