Kaizen #174 : Client Script Commands

Kaizen #174 : Client Script Commands

​

Hello everyone!

Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll explore how to implement and utilize this feature effectively.

In this post,

 

  1. What are Client Script Commands?

  2. How to create and use Client Script Commands?

    1. Using Command Palette

    2. Using Keyboard Shortcuts

  3. Scenario - 1

  4. Solution

  5. Scenario - 2

  6. Solution

  7. Summary

  8. Related Links

 

 

1. What are Client Script Commands?

Client Script Commands feature is another dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. This functionality can be accessed through custom keyboard shortcuts or a command palette, making it easier for users to perform repetitive tasks quickly

2. How to create and use Client Script Commands?

Create a command by specifying the Category as Commands (instead of module) while creating a Client Script.




Check this documentation for more details.

To trigger a Command, you can use one of the following ways.

A. Using Command Palette
Click on the Command Palette icon in the footer of CRM and select the name of the Command that you want to trigger.



B. Using Keyboard shortcuts

You can also link each of the Commands to a shortcut key and trigger a Command using that designated shortcut key. Each user can set specific shortcuts based on individual preference and use them to trigger a Command.
Check this documentation for more details.

3. Scenario - 1

At Zylker, a financial company using Zoho CRM, Sales Advisors need a quick way to calculate EMI during customer phone calls. The solution should allow seamless access to an EMI Calculator from any page in Zoho CRM.

4. Solution

To achieve this in Zoho CRM,  you need to create a Widget for EMI calculator and create a Client Script Command.

A. Create a Widget for EMI calculator

  • Install Zoho CLI, and follow the steps given in this document to create the Widget app folder. Then update the html, javascript, and css code as per your requirement.

index.html

<!DOCTYPE html>
<html lang="en">
  <head>
    <meta charset="UTF-8" />
    <meta http-equiv="X-UA-Compatible" content="IE=edge" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
    <title>Document</title>
    <link rel="stylesheet" href="style.css" />
  </head>
  <body>
    <div class="loan-calculator">
      <div class="top">
        <h2>EMI Calculator</h2>
        <form action="#">
          <div class="group">
            <div class="title">Amount</div>
            <input type="range" min="1000" value="30000" max="50000" step="500" class="loan-amount" id="loanAmount" />
            <div class="slider-label">$<span id="loanAmountValue"></span></div>
          </div>
          <div class="group">
            <div class="title">Interest Rate</div>
            <input type="range" min="5" value="6" max="100" step="1" class="interest-rate" id="interesRate" />
            <div class="slider-label"><span id="interesRateValue"></span></div>
          </div>
          <div class="group">
            <div class="title">Tenure (in months)</div>
            <input type="range" min="6" max="100" step="1" value="12" class="loan-tenure" id="tenureMonth" />
            <div class="slider-label"><span id="tenureMonthValue"></span></div>
          </div>
        </form>
      </div>
      <div class="result">
        <div class="left">
          <div class="loan-emi">
            <h3>Loan EMI</h3>
            <div class="value">123</div>
          </div>
          <div class="total-interest">
            <h3>Total Interest Payable</h3>
            <div class="value">1234</div>
          </div>
          <div class="total-amount">
            <h3>Total Amount</h3>
            <div class="value">12345</div>
        <div class="right">
          <canvas id="myChart" width="400" height="400"></canvas>
        </div>
      </div>
    </div>
    <script src="https://cdn.jsdelivr.net/npm/chart.js@3.6.2/dist/chart.min.js"></script>
    <script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
    <script src="main.js"></script>
  </body>
</html>

 

  • Click here to view the complete code.

  • Once you have added the code, upload the zip file by following the below steps.

  • Go to Setup > Developer Space > Widgets.

  • Click Create New Widget and Fill in the details.

 

  • The Hosting should be "Zoho" and mention the html page of the app folder that you uploaded.

 




Notes

Note:

The widget should be of "button" type in order to render through a Client Script.


B. Create Client Script Commands.

 

  • Configure a Client Script Command by specifying the Name and Description The Category should be Commands. Click Next. Click here to know how to configure a Client Script.

 

  • Enter the following script and click Save.



     ZDK.Client.openPopup({ api_name: 'emi_calculator', type: 'widget', header: 'EMI Calculator', animation_type: 4,  height: '750px', width: '500px', top:'100px',left: '500px' }, { data: 'sample data to be passed });



 

  • Here "emi_calculator" is the API name of the Widget,

    • Type is Widget,

    • Header is EMI Calculator,

    • animation type is 4 where the popup slides from the bottom.

    • The other parameters are optional and has default values as shown in the image.

  • Here is how the EMI Calculator appears as and when the salesperson needs. The user can either click on the Command Palette Icon at the footer or use a keyboard shortcut as per his convenience to open the calculator.


  • In the above gif, the keyboard shortcut is cmd O.

  • To customize the keyboard shortcut,

    Go to Setup → General → Personal Settings. Select "Motor" from the Accessibility Tab and Click "View Shortcuts" as shown in the below gif.



4. Scenario - 2

At Zylker, an international wholesale company using Zoho CRM, salespeople need a quick way to check real-time gold rates from different countries while discussing bulk orders with retailers. The solution should provide seamless access to updated, region-specific gold rates directly within the CRM interface to assist with accurate pricing decisions during customer interactions.

5. Solution

To achieve this in Zoho CRM, you need to create a Widget for EMI calculator and create a Client Script Command.

A. Create a Widget for gold rate

Install Zoho CLI, and follow the steps given in this document to create the Widget app folder. Then update the html, javascript, and css code as per your requirement.

index.html

<!DOCTYPE html>
<html>
  <head>
    <meta charset="UTF-8">
 <script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
<div class="container">
      <div style="display: flex;">
        <label for="country" style="width: 70%;font-weight: bolder;">Today's Gold rate:</label>
        <select id="country" onchange="updateGoldRates()" style="width: 30%;">
            
            <option value="USD" >United States</option>
            <option value="INR" selected>India</option>
            <option value="GBP">United Kingdom</option>
            <option value="AUD">Australia</option>
        </select>
      </div>
 
      <table id="goldRatesTable">
          <thead>
              <tr>
                  <th>Type</th>
                  <th>Rate (Per Gram)</th>
              </tr>
          </thead>
          <tbody>
             
          </tbody>
      </table>
  </div>
 
  <script>
      const goldRatesData = {
     };
 
      const symbol = ['₹', '$', '£', 'A$'];
 
      async function getLiveData (currency) {
        var myHeaders = new Headers();
        myHeaders.append("x-access-token", "goldapi-4wvh4nslzb5p0d5-io");
        myHeaders.append("Content-Type", "application/json");
 
        var requestOptions = {
          method: 'GET',
          headers: myHeaders,
          redirect: 'follow'
        };
 
        let response = await fetch(`https://www.goldapi.io/api/XAU/${currency}`, requestOptions);
        let res = await response.text();
      
        let data = JSON.parse(res);
 
        let desig;
        if(data.currency === 'INR'){
          desig = symbol[0];
        }
        else if(data.currency === 'USD'){
          desig = symbol[1];
        }
        else if(data.currency === 'GBP'){
          desig = symbol[2];
        }
        else if(data.currency === 'AUD'){
          desig = symbol[3];
        }
        goldRatesData[`${data.currency}`] = [
              { type: '24K Gold', price: `${desig + " " + data.price_gram_24k}` },
              { type: '22K Gold', price: `${desig + " " + data.price_gram_22k}` },
              { type: '18K Gold', price: `${desig + " " + data.price_gram_18k}` }
            ];
 
      };
 
      async function updateGoldRates() {
          var currency = document.getElementById("country").value;
          console.log("Event:: ",currency);
          const country = document.getElementById('country').value;
          const tableBody = document.querySelector('#goldRatesTable tbody');
          tableBody.innerHTML = ''; 
 
          await getLiveData(currency);
          if (country && goldRatesData[country]) {
              const rates = goldRatesData[country];
              rates.forEach(rate => {
                  const row = document.createElement('tr');
                  row.innerHTML = `
                      <td>${rate.type}</td>
                      <td>${rate.price}</td>
                  `;
                  tableBody.appendChild(row);
              });
          }
      }
      updateGoldRates();
 
      ZOHO.embeddedApp.on("PageLoad",function(res){
        document.getElementById('msg').innerText = res.data;
      });
 
      ZOHO.embeddedApp.init();
    </script>
  </body>
</html>

  • Once you have added the code, upload the zip file by following the below steps.

  • Go to Setup > Developer Space > Widgets.

  • Click Create New Widget and Fill in the details.

  • The Hosting should be "Zoho" and mention the html page of the app folder that you uploaded.

 

B. Create Client Script Commands

  • Configure a Client Script Command by specifying the Name and Description and click Next. Click here to know how to configure a Client Script.

 


Script

ZDK.Client.openPopup({ api_name: 'goldrate', type: 'widget',header: undefined, animation_type: 4, 

 height: '350px', width: '300px', top:'100px',left: '500px' }, { data: 'sample data to be passed' });

  • Click here to know more about openPopup().

  • Consider that the user has created the shortcut CMD G to trigger Client Script.

  • Here is how the Gold Rate appears as and when the salesperson used the shortcut keys CMD G.


6. Summary

We have seen,

  • how to use Client Script Commands

  • how to create keyboard shortcuts for Commands

  • how to view Widget as a popup using Commands

 

7. Related Links

    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

      • Recent Topics

      • What's New in Zoho POS - February 2026

        Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

      • Can i integrate bigin with google voice?

         I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

      • POP/SMTP access authentication failed

        I am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?

      • Our Review Of Zoho CRM after 60 Days

        The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already

      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

      • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

        I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

      • Allow Admin to Configure Report > More Options Button

        As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

      • Generate a link for Zoho Sign we can copy and use in a separate email

        Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

      • You cannot send this campaign as there is no contact in the selected mailing list.

        We have synced contact lists and sent campaigns just fine prior to today.  Now no matter what list I upload when I go to send the campaign it gives an error "You cannot send this campaign as there is no contact in the selected mailing list." And now it

      • Pivot Report Formula - using a today() variable

        Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error that

      • Cannot connect IMAP to outlook

        Hello I have followed the instructions to connect my zoho account to Outlook IMAP but get this message: Session Id: bba118fb-151c-824f-9512-3ad1e91b109d Timestamp: 1708976566964 Error code: INVALIDCREDENTIALS INTERACTIONREQUIRED I'm using the exact configeration

      • Department Overview by Modified Time

        We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

      • Enhance Sign CRM integration

        Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

      • Zoho Workdrive download was block by security software

        Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow

      • Choosing a portal option and the "Unified customer portal"?

        I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

      • General feedback

        I think Zoho is at the moment (potentially) the best, or perhaps the only, real online solution, for business, and not just business. Surely the only one that has all the features that I need (and I've probably tried everything, at least all that has a cost-free option). It has still got lots of bugs and imperfect features, so I do hope it keeps developing and becomes a really professional platform. Lots of people (including me) want to use such one platform for all scheduling/mail/note-taking...

      • How to add SSL to Short URL custom domain?

        Hi, I've added a custom domain the the URL Shortener Domains. It's creating the short URL fine, but when clicking through, firstly I get an SSL warning, then a 400 Bad Request warning.

      • Single Portal for Multiple Apps

        Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

      • Antispam validation failed for your domain in Accounts

        I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":

      • CodeX Scripts for Enforcing Custom Project Logic

        Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

      • Cancelled appointments still block out timeslot

        I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

      • Preventing Group Emails From Being Sent to Group Member Personal Mail

        We have a group setup for a public facing email address. We have streams turned on for this group. Right now when an email is sent to this group email it hits the group stream and also sends a copy of the email to all group members. We'd like to disable

      • Unusual activity detected from this IP. Please try again after some time.

        Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

      • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

        ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

      • How do I link my invoice to an estimate?

        There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

      • Impossible to import Journal from Freshbooks

        I have been trying to import journals from Freshbooks since August 30th. Every time I try to import, I get an error message. I have already made sure every row has a date. First it was saying the account and notes had unexpected input and that every debit/credit

      • Peppol: Accept Bill (Belgium)

        Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

      • Convert invoice from zoho to xml with all details

        How to convert an Invoice to XML format with all details

      • Prevent subform editing on a module's detail's page

        Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • Refresh frequency

        Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

      • Zoho Books | Product updates | January 2026

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

      • Weekly Tips : Save Time with Saved Search

        Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

      • Discontinuing Zoho ShowTime service on May 30, 2026

        Hello everyone, As a follow-up to our earlier announcement, we’d like to share an important update regarding Zoho ShowTime’s discontinuation timeline. Zoho ShowTime, our online training platform, reached its end of life on December 31, 2025, and its services

      • Ability to CC on a mass email

        Ability to CC someone on a mass email.

      • Bookings duration - days

        Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

      • Customer address in Zoho Bookings

        Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

      • Feature Request - Allow Customers To Pick Meeting Duration

        Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

      • New feature: Invite additional guests for your bookings

        Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

      • Changing the owner of a call

        Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.

      • Next Page