Client Script Commands

Client Script Commands

Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip?

Discover the power of Client Script - Commands!

IdeaCommands : a new 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. The user can either use customized keyboard shortcuts or command palette to execute Client Script. Users can quickly execute Client Script from anywhere within CRM, triggering complex actions with simple keystrokes, enhancing productivity and user experience.

Here is how you need to create a Command Client Script.



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

You can trigger a Command in two ways,



Here is how you can add Keyboard Shortcuts for Commands.



Here is how you can trigger Client Script using the Command palette.




Notes
Note:

Every user can assign their preferred shortcut key to trigger a Command.             

Let's explore some real-life scenarios where Client Script Commands would be beneficial.

Scenario 1:



Here are the tasks of Sales Advisors optimized using Client Script Commands.

# 1 Access Utilities Anywhere in CRM!

To open the EMI calculator widget in any page of Zoho CRM, the Sales Advisor simply clicks the command palette icon in the footer and selects "EMI Calculator".

Here is how the Client Script Command works.




Notes
Note

The EMI Calculator in this scenario is built using Widgets and rendered as a flyout.

# 2 Context-Aware Commands - Triggers tailored to every page!

To locate the nearest branch, the Sales Advisor uses a keyboard shortcut to open the command palette and selects "Nearest branch finder" or a shortcut code ( N B H ). When he performs this action on the detail page of contacts, it shows the nearest branch in a popup by picking the customer pin code from the contact Detail Page. Based on his selection, the current Contact Detail Page will navigate to the Create Page of the Loans Module, automatically populating the Nearest Branch, Contact Name, and Email fields with information from the Contact's record.




Notes
Note

The Nearest Branch Finder is built using Widgets, rendered as a popup and navigates to Create Page of another module using navigateTo() method

# 3 Stay within the CRM - Access all the data you need right from your CRM!

Scenario 2 :




# 3.1 Get the exact details you need in a snap!

When the salesperson uses the keyboard shortcut O T, theClient Script fetches the order details from a third party application and shows a popup with the order details in CRM.

Here is how the Client Script Command works.



# 3.2 Simply Select & Command: Text-Powered actions at your fingertips!

If the user selects the Order ID and uses the shortcut key (O T), the Client Script automatically runs and retrieves the order details without requiring the salesperson to input the order ID manually.The variable $Client.selectedValue captures the content selected by the user on the current page. It passes the selected Order ID to the Client Script, which then uses this stored value to fetch the corresponding Order Details.




Notes
Note

GetInput() is used to retrieve the Order ID. The Order Tracker is built using Widgets and rendered as a popup.

We hope you find this incredibly beneficial!

Warning
PS: This feature is not supported on mobile devices. 



POCs : @Shaik Soheb , @Ashika Suresh 

      • Recent Topics

      • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

        As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

      • Free user licenses across all Portal user types

        Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

      • How to map a global picklist from one module to another

        Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be

      • updateTask Zoho Connect API

        When I do POST request by https://connect.zoho.com/pulse/api/updateTask with parameters scopeID, taskId, title, status and with header Zoho-oauthtoken, I got next response: {'updateTask': {'reason': 'You are not authorized to do this action.', 'result':

      • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

        In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation

      • Can Creator integrate with a CRM Sandbox

        zoho & Creator Noob -  I would like to build a Creator App and integrate it to the CRM Sandbox.  Then, when I have the bugs worked out integrate it to the production CRM account.  Can Creator do this ?  I built a test Creator App and integrated it to the CRM in a test zoho account fairly easily.  

      • Allow Multiple Scheduled Appointments with Zoho Support

        Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

      • Zoho CRM - best way to search an account and assign to a deal

        Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

      • Zia Call Intelligence only up 10 License

        I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling

      • Accrue Leave by Hours Worked?

        My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional

      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

      • Fixed assets recording

        Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

      • error in importing customers

        get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file

      • Workflow Based on Manual Journal

        Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

      • Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chers utilisateurs, Toute l'équipe Zoho france vous souhaite une année remplie de joie, de réussite et de prospérité. Alors que nous débutons cette nouvelle année avec des projets innovants, des astuces, des produits et bien d'autres choses encore,

      • New Year Wishes to the Zoho Finance Developer Community!

        Hello developers, Happy New Year! As we step into 2025, we wish you a journey filled with growth, success, and exciting opportunities ahead. We’re thrilled to announce that we have something exciting in store for you. Welcome to the Zoho Finance Developer

      • Update Candidate Status Through Workflow in Blueprint

        Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,

      • Button Display Conditions

        Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

      • Ayuda con zoho creator x zoho Crm

        Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra

      • How to Replace an Assessment in a Job Opening on Zoho Recruit

        Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

      • Fixed asset management

        I want to know if there is any individual module for fixed assets management

      • Input GST Reversal for damaged goods

        In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported

      • Introducing Record Summary: smarter insights at your fingertips

        Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

      • No longer get Cliq notifications on phone if app not started

        On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

      • 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.

      • Deluge script to add Mail Task

        Has anyone out there created a custom function to create a Zoho Mail task? I'd be interested in hearing how you accomplished it. Sample code is appreciated!

      • Tags with Zapier

        Maybe I'm missing something....I hope so... Using tags for triggers is a key need.  This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be

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

        Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

      • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

        Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

      • How to apply blueprint on tickets that created from IM module

        Hello, I have an issue applying blueprint on tickets that created from WhatsApp conversation, the tickets matches with the blueprint criteria but still we are not able to put these tickets into the blueprint. I've tried with deferent type of tickets and

      • Function #4: Schedule Customer Statements

        Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

      • trying to access CRM Variables with JS SDK

        Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable

      • Zoho Mail POP & IMAP Server Details

        Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

      • Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

        Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have

      • Paid Support Plans with Automated Billing

        We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

      • Contacts Don't Always Populate

        I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

      • How to get NSE/BSE Stock Prices in Zoho sheets?

        I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

      • Tip #5: Setting access rights at the subfolder level

        Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

      • Cannot edit email text in Zoho Form rules

        I have a number of rules set up on a form depending on a user's submission. For some reason, I am no longer able to edit the content of the emails sent out based on those rules. I am invited to "use the advanced editor", but the original text of the email

      • Re-emitir facturas con nueva dirección de facturación

        Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias

      • Next Page