Zoho CRM Custom Commands for a list view ?
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Using Zoho CRM, I need to provide my users with some custom commands on the Contacts view list. These commands would invoke a custom deluge script.
I don't see anything like Zoho Creator's "Custom Commands" so built a work around:
- Create a custom field for Contacts
- Add a workflow trigger that will invoke the custom script when the custom field is updated
- Create a Macro that updates the custom field
This works but has a number of issues
- Macros are private to each user so I'd have to go to each user and set up the macro individually
- The user experience is not the best - having to teach non-technical users about 'Macro' and getting the "The following actions will be executed when you run the macro" popup etc
Is there a better way to provide a custom Contacts list view command ?
Thanks
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