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

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

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

    • Deleting, Adding and Changing a Zoho Books Entry

      Zoho Books Community & Support, If a bulk upload of entries were added to an account, what is the process to: - Delete an entry - Change the amount of an entry - Is there a means to manually add an entry other than upload?

    • Create Item group from a composite Item

      I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create

    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't

    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

    • Feature Request - Make Available "Alias Name" Field In Item List View

      Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field

    • Feature Request - Option To Hide Default System Fields on Items

      Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

    • OpenAPI Specs are just plain wrong

      The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

    • 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

    • Push Forms to CRM

      Hello, I created a Form but forgot to integrate to CRM before many of the Forms were filled out. Is it possible to push those entries to CRM or should I just export a CSV then upload to CRM?

    • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

      Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

    • Logged out

      Hi, just been working on a sheet when a pop up box appeared telling me I'm going to be logged out in x number of seconds and if I reload I may lose any edits, or words to that effect. It did indeed log me out and I did indeed lose my last edits. Any idea

    • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

      Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I

    • You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token.

      I can no longer connect to my bank account to download transactions into Zoho Books. I egt the error message: "You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token. To connect more accounts, write to us

    • First Name in Mail

      While sending a mail/message to the user, I want only the first name to be displayed—for example: “Hi John” instead of the full name using "Hi ${Name_Field}"

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Connectivity issues with Google Calendar and third-party integrations

      Description: We are currently experiencing a critical failure with Zoho CRM third-party connections. This issue is heavily affecting our primary workflow. Symptoms: Sync Failure: Existing Zoho CRM to Google Calendar connections have been failing for approximately

    • Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk

      Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration in

    • Newby Questions

      Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?

    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

    • Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

      Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Three Zoho Billing Limitations Blocking Standard Subscription Operations

      After working through Zoho Billing support for over a year on these three issues without resolution, we wanted to flag them to the broader community. We are curious whether other businesses are running into the same walls. 1. Cannot Prepone (Move Earlier)

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Can't add a sender adress from zoho campaigns

      hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

    • Using a custom single line External ID form as merge fields in templates

      Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Zoho CRM - Feature Request - Analytics Components Group By Week Alternative Formats

      On the Zoho CRM Analytics Components, please consider adding an option to allow group by week format to be changed to other formats such as Week Commencing or Week Ending dates, rather than the current Week Number. This would provide improved usability

    • Dashboard target enhancements

      Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. However

    • Zoho Campaigns - Feature Request - Re-Send Existing Email Action in Automations/Journeys

      Hi Zoho Campaigns and Zoho Marketing Automation teams, I would like to suggest a feature that would make building and managing complex automations significantly easier. The Feature Introduce a “Re-Send” or “Send Existing Email” action within Automations

    • Can I write a check in Zoho Books with no associated bill?

      This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

    • ISO 3166-2 Compliant Country and Regions

      Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items

    • US State abbreviations in Address fields

      In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not

    • Zoho Booking - TIN vs ATIN & ITIN

      Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer Identification

    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Bill sent for Payment Approval

      Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add a layer of approval like a bill marked for payment before initiating payment requests through HSBC Bank. Can you please guide

    • Ask the Experts - Live Q&A webinar

      Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Kaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM

      Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previously

    • Next Page