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:

As a web tab
Render a widget when clicking a button
As a custom related list
As a dashboard element
In the settings page
During the blueprint transitions
For CRM sales signals notifications
As a wizard component
For telephony extensions
Within pop-up or call-out UI elements

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:

https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js

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?

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!

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