Customization is the most powerful way to build a flexible CRM system. In Zoho CRM, you can customize modules, fields, pages, links, and a lot of other elements. In addition to these elements, Zoho CRM now allows you to create new button actions with the help of an advanced feature called Custom Buttons.
Zoho CRM has standard buttons that are used to execute various predefined actions. For example, Convert is a standard button used to convert a Lead to Contact, Account or Potential. Similarly, Clone is another standard button that is used to clone any record within your CRM account. Likewise, CRM Administrators can create new buttons and define a set of actions based on their requirements . Custom Buttons in Zoho CRM can be used to connect your CRM with third party applications, connect different Zoho CRM modules or connect with other Zoho applications.
Wizards: The button will be available for execution in the Wizard layout.
If you place the button in the List View - Utility Menu , the record information will not be available while configuring the button's action (i.e. in functions, or while invoking a URL).
Every custom button should be associated with an action when a user clicks the button. You can define your button action in any of the following ways:
Zoho CRM offers you a few ready-to-deploy button actions in the gallery, which can be associated with a custom button for different business scenarios whenever required.
To associate Gallery function with a custom button
Existing actions are predefined button actions created by users in your organization . This option will be available only when you have already created custom functions for custom buttons in your Zoho CRM account. These actions can be reused with different custom buttons whenever required.
You can define your own button action in the following ways:
Using our Deluge Script Editor, you can start defining your own button action by writing a new custom function. See Also Deluge Script - Reference Guide .
To write your own custom function
M apping user values : Choose Users from the dropdown to map the user related fields such as User ID, Email, Mobile, Online Status, Profile , etc.
Mapping organization values: Choose Organization from the dropdown to map the organization related fields such as Organization ID, Organization Name, Organization Description, etc.
Mapping module related values : Choose the module name from the dropdown to map the fields of that module. For instance, while setting up custom button for Contacts module, you will be able to find the Contacts module, and its looked up modules if any, such as Accounts, Vendors, etc. If you choose the Contacts from the dropdown, you will be further able to map its fields such as Contact id, Contact Owner id , etc.
Mapping Zoho CRM variables : If you have set up a set of values as Zoho CRM variables to be used as merge fields in email templates, or as reusable authentication parameters in functions and APIs, you can map it here. Choose Zoho CRM Variables and then map the group name and variable name.
The following is an example that shows how you can invoke a URL using a custom button.
Visit Company profiles of your Leads in Zoho CRM: All the contacts in your account can have a field where you specify the Company Name. By creating a URL that is associated with a particular company, you can directly go to the account's company profile by just clicking the custom button (This custom button can be placed while creating, cloning or viewing a record based on your requirements). For example: The link can be: http://techcrunch.com/topic/company/$%7BAccounts.Company }
To invoke a URL in a click of a button
Choose Open a web tab as your button action that allows to open a web tab in a new tab along with the associated merge fields in just a click of a button. You can either create a new web tab or choose from the list of web tabs that have been created already and associate to your custom button.
To open a new web tab
You can edit the existing custom buttons whenever required. Only the Administrator of the Zoho CRM account can edit the custom buttons.
To edit a custom button
You can now sort the order in which the buttons are visible in the module/record. Let's say you've created 5 buttons, each having its unique usage. 2 buttons that are used frequently can be placed at the top of the list and the 3 which are used moderately can be placed lower.
To sort a custom button
Zoho CRM Administrator can delete the custom button anytime.
To delete a custom button
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