Introducing an additional placement for Custom Buttons (List View - Utility menu)

Introducing an additional placement for Custom Buttons (List View - Utility menu)

Hello everyone,
We will introduce an additional placement for the custom buttons called the utility menu aside from the following locations:  
  • Create/Clone
  • Edit
  • View page
  • List View - Button for each record
  • List view page
  • Related List
The new location called the List view - Utility Menu allows you to access the button from the module's list view. The button will be placed in the top panel before the More icon in the list view.

This option will be available for everyone by the end of this week.
You can place a button here when you want to perform an action that is only specific to the module and not the records present in the module. Therefore, the actions that are configured for this button will not get any record specific information. For example, every time your inventory runs low, you place an order with your vendor for stock update. You can place the vendor's app as a button in the product module utility menu for quick access.  

You will be able to see the new location under the list of custom button placements:

In addition to this, we have renamed the following locations:

Old Name
New Name
List View - Button for each record
List View - Each Record
List View Page
List View - Mass Action Menu

Please refer to the help document for more information.


    • Sticky Posts

    • Enhancements in Email Notifications

      Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the email
    • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

      This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
    • Enhancement in Field update and date/time based triggers in Workflow

      Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
    • Gamescope is leveling upto Motivator for Zoho CRM

      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
    • Updates in Workflow rules: Retry failed actions from workflow reports

      Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow

    Zoho Pagesense Resources

        Zoho SalesIQ Resources

              Zoho TeamInbox Resources

                Zoho DataPrep Resources

                    Zoho CRM Plus Resources

                      Zoho Books Resources

                        Zoho Subscriptions Resources

                          Zoho Desk Resources

                            Zoho Projects Resources

                              Zoho Sprints Resources

                                Qntrl Resources

                                  Zoho Creator Resources

                                    Zoho WorkDrive Resources

                                        Zoho Campaigns Resources

                                          Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now