Tip #21: Usa Botones Personalizados para ejecutar acciones únicas

Tip #21: Usa Botones Personalizados para ejecutar acciones únicas

Tips and tricks #21, adaptado de Aishwarya EK

¡Hola usuarios!

Esta semana vamos a aplicar una de tantas posibilidades para automatizar tus actividades en Zoho CRM. Para aquellos que acabéis de aterrizar en el foro: ¡bienvenidos! Tips and Tricks para Zoho CRM es una serie de consejos y trucos en español con los que puedes aprender cómo sacar el máximo partido a tu CRM. Puedes pasarte a leer los anteriores en este enlace, eso sí, después de leer el de hoy.

Tip #21: Usa Botones Personalizados para ejecutar acciones únicas.
Crear, Editar, Convertir, Enviar correo electrónico, Clonar... ¿qué tienen todos ellos en común? Se trata de los botones estándar que puedes encontrar en Zoho CRM. Cada uno de estos botones se ha creado para un propósito específico, y al hacer clic en ellos, se invoca y ejecuta una acción determinada.

Pero imagina esto: al hacer el seguimiento de los tratos u oportunidades, quieres enviar el presupuesto asociado al contacto una vez se haya aprobado el descuento. Para ello, creas presupuestos individualmente basados en la información que se encuentra en el trato, y los envías al contacto asociado cada una de las veces.

¿Qué pasaría si pudieses crear un simple botón personalizado, configurarlo para que ejecute esta acción por ti, y situarlo en el módulo de Tratos - página de vista o página de vista de lista? Sencillamente, que podrías automatizar esta tarea repetitiva que te encontrabas haciendo anteriormente. Los presupuestos específicos de los Tratos se crean instantáneamente a partir de la información del trato con un sólo clic. Veamos cómo crear este botón:
  1. Accede a Configuración > Personalización > Módulos y campos.
  2. Selecciona el módulo en el que quieres crear el botón. En este caso, seleccionamos Tratos.
  3. Accede a la pestaña Enlaces y botones, y haz clic en el botón + Crear su primer botón.
  4. Nombra y describe el botón. A continuación, elige dónde mostrarlo. En este caso, elegimos Ver página.
  5. Para escribir la acción del botón, puedes seleccionar varias opciones:
    1. Seleccionar funciones desde la galería de Zoho CRM.
    2. Desde acciones existentes: en caso de que hayas creado acciones.
    3. Escribiendo función: para este botón, seleccionamos escribir nuestra propia función. Esta función se puede encontrar en el siguiente post.
    4. Otras acciones personalizadas: abrir un widget, invocar una URL, o Abrir pestaña web.
6.   Elige quién puede ver este botón.
7.    Guardar.



Y este es el resultado:



Los Botones Personalizados te ayudan a configurar un set de acciones predefinido que pueden ejecutarse con un sólo clic, desde una URL a conectar aplicaciones de terceros. De forma similar, puedes crear botones personalizados para:
  • Convertir a posibles clientes en proveedores.
  • Conectar con aplicaciones de terceros.
  • ​Enviar propuestas de venta y facturas.

Haz clic en el siguiente enlace para aprender más sobre los botones personalizados. Prueba a crear el tuyo, y cuéntanos cuál es su función en comentarios.

      • Recent Topics

      • Show both Vendor and Customers in contact statement

        Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

      • URL validation

        We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

      • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

        Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

      • How can I adjust column width in Zoho Books?

        One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

      • Invalid value passed for file_name

        System generated file name does not send file anymore - what is the problem?

      • Custom Function for Estimates

        Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

      • 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

      • Search in module lists has detiorated

        Every module has a problem with the search function :-/

      • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

        Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

      • Search in module lists has detiorated

        Every module has a problem with the search function :-/

      • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

        find attached extract of my report

      • Add Zoho Forms to Zoho CRM Plus bundle

        Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

      • Bigin: filter Contacts by Company fields

        Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

      • Has Zoho changed the way it searches Items?

        Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

      • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

        I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

      • CRM->INVENTORY, sync products as composite items

        We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

      • Zoho Calendar not working since a few days

        Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

      • Monthly timesheet, consolidation of time by project

        I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

      • Building a Strong Online Identity with G-Tech Solutions

        In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

      • Sending emails from an outlook account

        Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

      • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

        My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

      • Automating CRM backup storage?

        Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

      • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

        Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

      • can't login Kiosk URGENT

        already try, can't login pls help to support. thanks.

      • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

      • Zoho Books

        How do I manually insert opening balance?

      • Profit / margins on Sales orders / Invoices / Estimates

        When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

      • Inventory to Xero Invocie Sync Issues

        Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

      • How to activate RFQ? What if a price list has ladder price for items?

        Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

      • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

        Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

      • Can't join canal Developers Zoho User

        Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

      • Desk Email reply - set default font / use custom font

        Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

      • PDF Templates - Checkbox Borders

        Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

      • Zoho CRM's custom views are now deployable from sandboxes

        This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment

      • 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

      • Settings Icon No Longer in ZOHO Desk?

        In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

      • Introducing the all-new email parser!

        Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

      • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

        Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

      • Function #20: Custom calculation in item table of invoices

        When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

      • CBSA - GST CHARGES on imports

        Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

      • Next Page