Client Script | Update - Client Script Support For Custom Buttons

Client Script | Update - Client Script Support For Custom Buttons

Hello everyone!

We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions. This support is now available across all DCs.

Custom Buttons enables you to extend your Zoho CRM and perform a predefined set of actions based on your requirements.

What you can do with this new capability?

With Client Script support for custom buttons, you unlock a whole new level of control, interactivity, and speed within Zoho CRM. Here is what this powerful enhancement enables:

  • Trigger record-specific logic instantly, based on where and what you're viewing.
  • Auto-fill fields and suggest values intelligently for faster input.
  • Cut down clicks and complete tasks faster with in-context buttons.
  • Run guided multi-step flows that adapt to user input.
  • Prompt users for confirmation before taking action - prevent mistakes and keep control in their hands
  • Dynamically control a field’s visibility and properties, such as mandatory status, read-only state, and more
  • Act in place - no tab-switching, no disruptions, just smooth execution and much more
How to configure this new capability?

You can now create a custom button and add Client Script for the created button by following these steps.

  • Go to Setup → Modules and Fields under Customization.
  • Select a Module (e.g., Leads, Deals).
  • Click on Buttons → Then click + New Button.
  • Enter Button Name and select Action Type as "Client Script"
  • Choose Button Position and Layout details.
  • Click Create in Configured Client Script, enter the script, and click Add.
  • Select the profiles for which these buttons should be visible.
  • Click Save.

Note

The Client Script you intend to link with the button will be saved only after the custom button is saved.


Details of Custom Button Configuration with Client Script

  • Event Type - Button
  • Event Name - onClick
  • Argument - context

    The context differs based on where the button is placed.



Let's explore how to implement this through the following use cases.

Use case 1: Add Notes instantly from List View or Bulk push notes to multiple records with a click!

Zylker’s sales team often needs to add notes while reviewing or after campaigns. Currently, they must open each record individually, making the process slow and inefficient. To streamline this, the admin wants to:

a. Include an "Add Notes" option directly from the List View for individual records, allowing sales reps to add notes without opening each record.

b. Add a "Add Bulk Notes" option, allowing users to select multiple records and add a common note to all selected records at once.

a) Here is the implementation of "Add Notes" in the List Page.



b) Here is the implementation of "Add Bulk Notes" in the List view page.



Use case 2 : Import product details effortlessly from Zoho Sheet and populate the Subform with a single click!

Zylker manufactures medical instruments, and its sales representatives manage bulk orders from distributors and hospitals. Product details are typically provided in a sheet, which the sales reps must manually enter into the subform on the Order Creation Page(Create Page). To streamline this time-consuming process, the admin wants to add a custom button named "Import Products" to the Order Creation Page. When clicked, it should
  • Prompt for the Sheet ID.
  • Fetch order details (product names, quantities, and prices) from the specified Zoho Sheet.
  • Populate the Product list Subform in Zoho CRM.




    Code Sample link
Use case 3 - Send bulk emails to selected students directly from the Course Module's Related List with ease!

Zylker’s managers often need to reach out to multiple students enrolled in a course - whether to share updates, newsletters, or important announcements. Currently, they have to open each student record individually to send an email, which is time-consuming.
To simplify this process, the admin wants to provide a "Send bulk mail" option in the Student Related List under the Course record, allowing managers to select multiple students and send a personalized email to all selected students in one go.




Note

  • Client Script can be configured only from the Buttons page. The setup page displays existing scripts. Once a script is created, it can be edited and updated from the Client Script setup page.

  • Mobile support will be available in Q3, 2025.

This support will be rolled out soon. We hope you find this incredibly beneficial!






Happy Client Scripting! 

    • Sticky Posts

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    Nederlandse Hulpbronnen


      • Recent Topics

      • Recruit paid support?

        Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

      • Ticket Status email

        Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

      • Future Orders - Due Date

        Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

      • Introducing Withdrawal Reasons for Offers

        We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

      • Zoho Creator customer portal users

        Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

      • GPS tracking only or Check out facility

        Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

      • Appraisals on Employee Information Profile

        Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

      • Kaizen #220: Actions API - Webhooks APIs - Part 2

        Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

      • Standard Payment Term is not pulled from account to quotation

        Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

      • Manage your invoices from Bigin's mobile app (iOS)

        Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

      • Systematic SPF alignment issues with Zoho subdomains

        Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

      • Accessibility controls and multilingual captcha authorization for Help Center users ​

        Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

      • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

        La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

      • Item/service subtotal

        Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

      • Send email template "permission denied to access the api"

        Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

      • how to Solve Conflict Invoices in Zoho POS

        Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

      • Copy, Paste, Highlighted text

        when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

      • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

        "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

      • Publish to LinkedIn via API

        Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

      • FSM - Associating and selecting Contacts based on Service Addresses

        Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

      • Do Unpublished Products in Shopify Sync to Zoho POS?

        Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.

      • Problem in Zoho POS frontend ERP.

        We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record

      • Categorize Items with Item Headers

        Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

      • Discount on the transaction level in POS

        "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in

      • 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

      • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

        Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

      • Jobs at multiple locations

        Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

      • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

        I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

      • Associating a Candidate to a Job Listing

        Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

      • WhatsApp Voice Message Sending Option in Bigin CRM

        I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.

      • CRM: hosting a single html file in Zoho and displaying it as a widget

        I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

      • How to change position button transtition of Blueprint?

        Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

      • Multi file upload

        Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

      • Sorting Descending in a lookup

        I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

      • Auto-upload Creator Files to WorkDrive

        Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

      • Asap Widget 2.0

        Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

      • Can the Trigger be changed?

        I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone

      • Marketer's Space: Proven tips to improve open rates – Part I

        Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

      • Can't send nor receive emails on my external email accounts since this morning

        Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending and

      • Next Page