Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets




Heya! It's Kaizen time again, folks!

This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 

1. Where can I use Widgets in Zoho CRM?

You can create and use widgets in the following ways:
2. Is it possible to create Zoho CRM Widgets using React JS?

Yes, Zoho CRM Widgets can be built using any client-side framework, including React JS. Refer to this Kaizen post for a detailed, step-by-step guide on building a widget with React JS.

3. What is the maximum number of files you can include in a Zoho CRM Widget project?

The maximum number of files allowed in a Zoho CRM Widget project is 250.

4. What is the maximum size of a Zoho CRM Widget project?

The maximum size of a Zoho CRM Widget project is 25MB with each file size limited to 5MB

5. How can I get parameters within a Zoho CRM Widget?

To use data available on a page as parameters, use the following PageLoad listener in your widget code:

ZOHO.embeddedApp.on("PageLoad",function(data){
      // your function code to process the parameters
});

6. How do I use the JS SDK in Zoho CRM Widgets?

To use the JS SDK in widgets, add the following CDN URL as a src within the head tag in your widget code:


7. Is it possible to render widgets using Client Script?

Yes, you can render widgets in Zoho CRM using Client Script in pop-ups and call-outs. Refer to this Kaizen post for a complete working example.

8. Can I pass data from a widget to Client Script?

Yes, you can pass data from widgets to Client Script by registering the following listener with the EmbeddedApp:

ZOHO.embeddedApp.on("NotifyAndWait", function (data) {
      console.log("Client Script synchronous flyout notification", data);
     ZDK.Client.sendResponse(data.id, { choice: 'mail', value: 'example@zoho.com' });
})

Refer to this Kaizen post for a complete working example. 

9. Is it possible to close the widget when a button within the widget is clicked and open a new tab?

Yes, you can achieve this using the ZOHO.CRM.UI.Popup.close() method from the provided JS SDK and add custom code logic to open a new tab. 

10. How can I pass data to a widget from Client Script?

Register the following listener with the EmbeddedApp to pass data from Client Script:

ZOHO.embeddedApp.on("Notify", function (data) {
      console.log("Client Script flyout notification", data);
});

11. How do you use the Dial and DialerActive listeners in Zoho CRM Widget?

When you don't have a native telephony extension for your Zoho CRM organization, you can use the Dial and DialerActive listeners specified in this help page to load a third-party telephony app inside the widget.

12. What does the DialerActive listener do in a telephony widget extension?

Whenever the telephone icon near an entity's phone number is clicked, the DialerActive listener loads the entity's phone number onto a third-party's dial pad that has been loaded within the widget. 

13. How to open a dial pad in a widget within Zoho CRM to make calls?

Integrate a third-party telephony application in your widget and register the following listener with the EmbeddedApp to invoke the Dial pad within a widget:

ZOHO.embeddedApp.on("Dial",function(data){
      console.log("Number Dialed");
});

Hope this post was beneficial and provided the necessary information. 

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Cheers! 

----------------------------------------------------------------------------------------------------------------------------------------

Recommended Reads 

----------------------------------------------------------------------------------------------------------------------------------------



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Kiosk can't merge picklist or multiselect

                                    There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
                                  • AGE field from DATE OF BIRTH Field.

                                    HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?
                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                  • How to update/remove file in zoho creator widgets using javascript API

                                    Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API
                                  • Contact data removes Account data when creating a quote

                                    Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                  • Introducing Enhanced Storage Management

                                    We’re excited to roll out two new enhancements in Zoho Recruit, Subscription Information and Storage Management — designed to give admins complete visibility into subscription details, feature limits, and storage consumption — all from one place inside
                                  • Announcing new features in Trident for Windows (v.1.34.4.0)

                                    Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into
                                  • Report Hover Setting

                                    Would be great if we will able to show information to the user while hovering a record in a report.
                                  • Vertical images displayed as horizontal

                                    Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
                                  • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

                                    Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,
                                  • Zoho Desk iOS app update: Saved filters and sort options

                                    Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing
                                  • Introducing VeriFactu Support in Zoho Books

                                    Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
                                  • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

                                    Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
                                  • Time Entries in Analytics

                                    I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain
                                  • Amazon invoice in Zoho Books

                                    I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
                                  • Zoho Creator Upcoming Updates - November 2025

                                    Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                  • Detect and ignore bots in visitors

                                    The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
                                  • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

                                    Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils
                                  • Function #53: Transaction Level Profitability for Invoices

                                    Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
                                  • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

                                    Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data
                                  • How to book GST paid in zoho books

                                    hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
                                  • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

                                    Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
                                  • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                    Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
                                  • Employment Contract / HRMS Documents - Zoho People

                                    How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.
                                  • Is it possible to create a word cloud chart in ZoHo Analystics?

                                    Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
                                  • Playback and Management Enhancements for Zoho Quartz Recordings

                                    Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
                                  • Zia Profile Summary now supports six languages and responds faster

                                    After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
                                  • 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
                                  • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                    Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                  • Your bot just got smarter: AI-Powered routing that reads between the lines

                                    What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
                                  • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

                                    If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email
                                  • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

                                    Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more
                                  • Contacts per department

                                    Hello, Is it possible to limit Contacts to a Department? Thanks
                                  • How to restrict user/portal user change canvas view

                                    Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
                                  • Draft & Schedule Emails Directly in Bigin

                                    Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but
                                  • Collections Management: #3 Tackling Payment Failures

                                    Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was
                                  • How do I increase the email attachment size in Zoho CRM ?

                                    It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
                                  • Custom Field in Zoho Projects pulling into Analytics

                                    We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
                                  • WhatsApp Channels in Zoho Campaigns

                                    Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                  • Next Page