New capabilities for custom buttons: Elevate UX and CX with just a click! | Zoho CRM

New capabilities for custom buttons: Elevate UX and CX with just a click! | Zoho CRM

-------------------------------------------------Post moderated on 24th May--------------------------------------------------------------

Dear all, The feature is now available for all users in all DCs. 


Dear Customers,

We hope you're well!

We're happy to announce enhancements we've made to buttons.

Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required. It was originally designated for use within modules. Realizing its importance in users' productivity, we opened the ability to configure buttons inside records, Wizards, Canvas, and related lists as well. Also, you can bridge your CRM to a third party software.

Now, to provide context and convenience, we are expanding the scope of buttons even more.
  • Layout-specification: We've added the ability to choose layouts while configuring buttons, which helps provide more context to your data organization efforts.
  • Portal accessibility: We enabled buttons for portals to offer exclusivity for customers and also to extend these UX capabilities to CX.
  • Kiosk accessibility: We also have a value-adding use case with regard to Kiosk.

Let's go in detail!

Buttons are now layout-specific

Layouts in Zoho CRM are customizable data templates that help you collect, store, process, interpret, and manage data to manifest your business processes. You can also run automations based on layouts. These layout-specific capabilities help align your CRM to your business processes.
However, until now, any button placed in record detail, create, or clone pages was invariably displayed for all layouts. This generic prevalence of a button irrespective of the layout or the process lacked context.

The screenshots below feature two buttons on the record details page. The button Send to events for leads from trade shows and the other, push to WFS for leads coming in via online store. Both the buttons help push data to different applications.

You can see, how two buttons irrespective of their relevance, are displayed in the record details page invariably.

Now, to provide clearer context and, more importantly, to make buttons more process-specific, we've introduced the ability to select which layout(s) a button should appear in before selecting its position. In fact, you can select one or more layouts, or choose all layouts (but this time it's your choice!).

In the screenshots below, you can see leads with different layouts—each with buttons specific for its layout.


Note: Layout choices will be available only where they're applicable. If you choose to place buttons in the list view (module view), then you won't be able to select the layouts.

UI update: Separate links and buttons tab

In line with this layout selection update, we've also split the former Links and Buttons tab into two distinct tabs: Links and Buttons. With this split, you'll not only have a dedicated list of links and buttons, but also get the benefit of managing each of them individually.


Empower portal users with more accessibility

Portals are a self-service channel Zoho CRM offers. By extending access to certain modules to portal users, you can enable them to create, view, and update records all by themselves. Click here to learn more about portals in Zoho CRM.

Now, to give Portal users, accessibility and a great experience that CRM users have had thus far, we've also developed the ability to create/extend buttons to records shared via portals.

Moving forward, admins create buttons exclusively for portal users or extend existing buttons to them. 

What does this mean for your business?

Building or extending custom buttons in portals opens up a lot of possibilities. In addition to the standard record buttons, by providing access to custom buttons in Portals, your Portal users will be able to do what CRM users can do, such as send SMS notifications, save records as offline files, push information to on-premise tools, and more. The possibilities with custom buttons are endless, and they offer the following benefits: 
  • Curb their dependence on CRM users
  • Add convenience
  • Elevate the user experience
  • Minimize effort required for manual tasks
But wait—this update to custom buttons does lead to another interesting use case. Let's talk about Kiosk Studio!

Kiosk Studio is one of our latest and most anticipated releases. It's a no-code customization tool that CRM users can use to get quick service at the click of a button. You can quickly display a screen, retrieve information from your database, or save information to it. Click here to learn more about Kiosk.

Summoning a Kiosk is one of many custom actions you can configure for custom buttons. If you've already configured Kiosk for your organization, you can associate it with a custom button as an action and initiate designated tasks.

Let's look at an example of how a Portal user can schedule a car service all by themselves:

KM is a premium car care center that deals with its correspondence online. All the customer has to do is to schedule a service on their portal, and they will be contacted. This is a classic example of a Kiosk inside a Portal.

This way, custom buttons can serve a larger purpose for your business. We hope these enhancements provide a lot more flexibility and convenience as you work with Zoho CRM. If you have any questions or feedback, please feel free to drop a comment.
That's all, folks!

Availability: These updates are available for all users in US DC as of now. It will be opened in the rest of the DCs in a couple of days.

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian
Zoho CRM - Marketing

Rephrase with Ginger (Cmd+⌥+E)

    • Recent Topics

    • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

      Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

    • Is it possible to edit placeholder text?

      In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

    • Delay function execute

      I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

    • How to allow download of a file AFTER information is collected?

      I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

    • Add Baseline methods to API

      There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Fixed Assets beg balance

      Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

    • CRM Deluge how can link attach file with workdrive file.

      Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

    • Feature announcement: AI-powered document generator in Zoho Sign

      Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

    • Permanently deleted files

      Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

    • Shared Mailbox in iOS app

      Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

    • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

      Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

    • Revenue Management: #6 Revenue Recognition in Professional Services Industry

      If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

    • Zoho fsm scheduled maintenance dispatch

      Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

    • zoho.inventory.getRecords returns no records

      I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Feature announcement - Simplifying document creation with Zoho Sign

      Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

    • Integrating File Attachments in Zoho Flow Email Notifications

      Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Zoho project purchases

      Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • How can I restore all the deleted Time entries of a Task in Zoho Projects

      How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

    • Is there a way to make an account inactive in ZoHo Desk

      We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

    • How to set the value of the Phone field importing contacts in Zoho Desk

      Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

      I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

    • How to center a field inside a section?

      I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but

    • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

      Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom

    • Showing the map along with mileage expense

      When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

    • Enable Validation Rule for Multi-Select Picklist Field

      Zoho, Please allow validation rules for multi-select fields.

    • File Upload field not showing in workflow

      Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

    • CRM Custom function updating a module record shows the Super Admin user as the record modifier

      Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

    • Best practice importing items and matching assemblies

      Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

    • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

      Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data

    • get file api is returning Junk data

      I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When

    • Need help with message box

      End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.

    • [Webinar] The Transformative Power of Gen BI

      Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of

    • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

      Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon

    • How to access the saved Query using API?

      I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.

    • Next Page