1. Create a custom button
   
2. Define button action 
   
1. Invoke a URL 
   
2. Writing a custom function 
   
3. Edit a custom button 
   
4. Delete a custom button 
   
5. Add a link 
   
6. Delete a link 
   

Custom buttons

1. Invoke a URL: Make it easy to access strategic information from within your CRM system with the click of a button. Zoho supports both static and dynamic URLs, giving you a high degree of flexiblity.
   
2. Write your own custom functions: Using our Deluge Script Eeditor, you can define your own button actions by writing a new custom function.
   

Create a new button

1. Log in to Zoho Developer console and click Extensions for Zoho CRM.
   
2. Select the extension you'd like to modify and click Edit.
   
3. Click Customize in the left pane, then select the Links & Buttons tab.
   
4. Click Create New Button.
   
5. In the Create Your Button page, do the following:
   
1. Choose the module where you want to create a custom button.
   
2. For easy identification, name your button. 
   The button name should not exceed 30 characters.
3. Click the Add Description link and specify the details of your custom button.
   The description cannot exceed 250 characters.
4. Choose the location of your custom button from the drop-down list.
   Custom buttons can be placed in 5 different places in Zoho CRM - Create/Clone page, Edit page, View page, List View page and next to each record in the list view.
   You can add a maximum of 2 buttons in each of these locations.

1. Choose an action to be executed when a user clicks the custom button. You should define your own button action either by invoking a URL or writing a custom function.
   

Define button action

Invoke a URL

Note

The URL's content can be dynamic, and you can merge the URL with module fields. In case of List view, the merge fields should be seperated by commas.

1. Create a custom button.
   
2. Open the Button Action drop-down list and choose Invoke a URL.
   
3. Enter the value to construct the URL.
   The URL length should not exceed 3000 characters.
4. Select the Fields from the drop-down list. This will insert the field variable as part of the URL.
   

Writing a custom function

1. Create a custom button.
   
2. Open the Button Action drop-down list and choose Writing Custom Function.
   
3. Follow these instructions in the Workflow Custom Functions dialog box:
   
4. Specify a name for the custom function. (Note: The module will be auto-selected based on the module for which you are creating the custom button.)
   

1. Write the function in the Deluge Script Editor.
    See Also Program Custom Functions 
2. Click Execute to validate your code.
   If there are no errors, your script is ready to associate with the custom button. 
3. Click Save to Button.
   The script will be associated with the custom button.
    Whenever you click on the custom button, the function will be triggered and the required action will be performed in one click.

Edit a custom button

1. Log in to Zoho Developer console and click Extensions for Zoho CRM.
   
2. Select the extension you'd like to modify and click Edit.
   
3. Click Customize in the left pane and select the Links & Buttons tab.
   
4. In the Links & Buttons page, all the existing custom buttons will be listed.
   
5. Choose the required button that you want to edit and click the Edit icon [].
   
6. Make the necessary changes and click Save.
   

Delete a custom button

1. Log in to Zoho Developer console and click Extensions for Zoho CRM.
   
2. Select the extension you'd like to modify and click Edit.
   
3. Click Customize in the left pane and select the Links & Buttons tab.
   
4. Choose the button that you want to delete and click the Delete icon [].
   
5. A confirmation message will appear. Click Delete.
   

Note:  For extensions that are already published, any changes will only take effect after you re-publish your extension. Once you've published it again, new users who install your extension will automatically have the most recent version. Existing users will have to update to latest version.

Custom links

Add a link

1. Log in to Zoho Developer console and click Extensions for Zoho CRM.
   
2. Select the extension you'd like to modify and click Edit.
   
3. Click Customize in the left pane and select the Links & Buttons tab.
   
4. Click Create Link.
   
5. Follow these instructions on the Create Link page:
   
1. Select the module in which you'd like to create the link from the drop-down list.
   The link will appear in the Record Details page for this module.
2. Enter a name for your link in the Label text box. The name cannot exceed 50 characters.
   
3. Enter a description for your link. The description cannot exceed 250 characters.
   

Note: If you would like to open a static URL, leave the 'Field Setting' as None. If you would like to use merge tags to auto generate a link based on data from your CRM system, select the field from the Fields drop-down list. This will insert the field variable as part of the URL. Only fields associated with the module you selected when creating your button will appear in the menu box.)

Delete a link

1. Log in to Zoho Developer console and click Extensions for Zoho CRM.
   
2. Select the extension you'd like to modify and click Edit.
   
3. Click Customize in the left pane and select the Links & Buttons tab.
   
4. Select the module that corresponds to your link.
   A list of all the links for that module will appear.
5. Click Delete icon [] corresponding to the link.
   
6. A confirmation window will appear. Click Ok.