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.


    Zoho Marketing Automation
      Zoho Mail - CRM Integration
              • Sticky Posts

              • Zoho CRM - Upcoming Features ...

                Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM
              • 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
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Introducing Multiple Sandbox Types and Support for Module's Data Population

                Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
              • Include Finance Suite modules to Segment your records

                Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers

              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