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
Autotranslate only have 2 of my 3 languages
My HelpCenter has three languages, as you can see below: I chose to use Google Translate for my automatic translations: I can only see 2 languages: How do I add the Portuguese here? Is this a bug? Thank you.Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive
¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?Record Summary Template Improvements
Hi, Just a few suggestions to improve the usage of record summary templates. Some of them have been asked for before. Dynamic renaming of templates when sent as pdf attachment in sendmail task, also on export to pdf. Option for Page numbering. Option to add current date (${zoho.currentdate}) Option to repeat header and footer on each page. Subforms, more options in "Related Field Properties" for cell borders.(Currently only turns full border on or off) Choose template to use as record summary fromIn Zoho people Check in report the date want come as Colum how i can achive that in zoho people or analytics
In Zoho people Check in report the date want come as Colum. How i can achive that in zoho people or analyticsHow to customize member portal invite
Hello, when I sent an invite to users to join member portal, here what they get below. Is there a template to edit or way to change how this mail being sent? I checked /zstore/settings/notification but unfortunately there is no invite mail template here.Publish directly to production
Hello! I am wondering if there is a way to publish changes directly to the production version of an application?Infinite phone verification loop
Hi, I'm trying to test your Mail service, but I am unable to due to a problem with the phone verification. I've correctly received the verification code and verified my phone number, but whenever trying to access the Mail portal in Zoho I am presentedhow to do bulk delete for Zoho Desk tickets?
how to do bulk delete for Zoho Desk tickets? The old UI has this function and now i cannot find it on the new UI.Workflows being applied and the Large unwanted popup
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?Urgent: Amazon Login Block Issue via Zoho – Suspected Integration Problem
We’re currently experiencing a critical issue related to our Amazon login through Zoho. Although the client can still access the Amazon Seller Central account directly, our team is being blocked when trying to log in via Zoho. The account itself is notDelete a lot of entries...
Hi!, I synchronized a lot of accounts from my CRM and now I would like to delete them all. How to delete more than 50 accounts at once? ThxAutomatically create support tickets on a recurring basis
As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guessUpdate Zoho Sign Mobile View?
Hello, My clients have have difficulty seeing the Zoho Sign documents while viewing on their mobile devices. The font is small and it is difficult for them to navigate. My use cases for using Zoho Sign are almost exclusively completed on a mobile deviceAI secretary
In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694CRM Account Owner to be Assigned as Customer Owner
We have enabled books and CRM integration The Account Owner in CRM, should be assigned as the Customer Owner in Books, but this is not the case You have go to books and manually assign the Customer Owner again If you change the Account Owner in CRM, againWe are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.
if i need post any invoice i show this We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.Zoho Books Contact Creation through API.
I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]How Would I get data from a network drive to be feed into creator program.
What's the easiest and cleanest solution for this?Fetching a missing Folder, now creates it
Hello, I'm using Zoho Flow to fetch a folder within a Team Folder. If the folder is missing (folder ID is null), I trigger a Create Folder. Now in 2025, when I fetch a missing folder, a folder is created right away with the "name + full date" and a FolderCompany Name Update and Chatbot Customization
We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,How does BadgeUp Work?
When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight RandallCustom Script for Validation Rules
In the Validation Rules I would like to have custom functions, we can do that in Zoho CRM and its really useful There are some custom fields in Sales Orders and Purchase Order Modules We are using Zoho Books With our internal apps, and we need to putInvoicing from Saudi Arabia to other countries
Team, i would like to know if i can invoice the partner in Tunisia as i am not able to push the invoice without Arabic name and National address to the Fatoora Portal which is a mandateI want to change a User's role in zoho but it is giving me an error.
Hi, I want to change a User's role in zoho but it is giving me an error - You cannot change the role of this user as the user's credentials are being used for the integration with Zoho CRM. Assign the super admin role to another user in Zoho CRM, clickupload attachment to Zoho books bill from Zoho CRM
Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is notZero in the Invoice Amount Text field is adding onto the figures entered.
Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want toThe buying of forign currency
Hello We had buying USD for AED. Those were bank transfers from a first bank account to a second with bank's exchange rates. We have chosen for those transactions category "The buying of forign currency" and putted bank's exchange rate. Is it correctالخصم على مستوى فاتورة المبيعات
السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟Having problems invoking Workdrive API via ClientScript
I'm having problems creating a folder in Workdrive. The connection is invoked successfully, but I get the following return message: {"_keyModified":{},"_status":"error","_code":"SUCCESS","_message":"Invoke action failed","_details":{"statusMessage":"InvalidGive Permission for User test in Development/Staging modes
Hi Everyone, I am using Zoho Creator C6. Where there are development and staging modes. Is it possible to give special / temporary permission for users to test directly in development and staging? Or do you have any other ideas? Thank you very much.Automation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonlyAdd Date_of_Last_Purchase custom Function
I am looking for a way to create a simple custom function that will execute when a new sales order is created. The function will set a custom field on the customer called "Date_Last_Purchase" to the current date. So as ever new sales order comes in forPrint a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (moreFailed job notifications
Is there are way to receive an alert when a job has failed? If not this would be a useful feature.Option to separate First Name and Last Name into separate columns in entry reports
It would be great if there was a way to show First Name and Last Name as separate columns in Zoho Forms entry reports. At the moment First Name and last name are combined together in reports and this means I need to create a formula in Excel/Sheet todefault reply email
In the zoho mail application you can make another email your default email address. So when you compose a new email it defaults to the email address you have set. However this functionality does not work when you reply to an email. you can select the email from a drop down, but I wanted to know if their is a way to set the reply email button as a different default email, just like the compose functionality. An example: I write an email from my zoho email account to a client witch show the senderImport CRM Vendor Module for Mail Merge
Hello, It seems I cannot import the vendor module field for a merge document? Is there a way to turn this on? I have the ability to import my custom module fields, but not standard built-in CRM modules like Vendors. Am I missing something? Thank you very much for your assistance!Error in SalesIQ Chatbot: "Add Ticket" Card Fails with "Error" Route
Hello Zoho Community, I'm encountering an issue with my Zoho SalesIQ chatbot. Previously, when the conversation flow reached the "Add Ticket" card, it successfully created a ticket in Zoho Desk. However, recently, upon reaching this card, the flow followsMerging 2 tickets
Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. NotCan’t Send Outgoing Mail
Hello, one of the email addresses on my account had its outgoing mail privileges blocked. This was due to some bot signups on my website, causing my email to send a bunch of undeliverable emails. I have corrected this issue on my website. Please restoreNext Page