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 #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • 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

    • Recent Topics

    • Reconciling a month with no transactions

      I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?

    • Customize your Booking page using Zia

      We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brand

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • Zoho mail to contacts and leads, but not to accounts?

      We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

    • API keys not showing in ZeptoMail dashboard

      Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate

    • Reading from and writing to Zoho Projects Custom Module with Deluge

      Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.

    • How Does Knowledge Base Search and Article Recommendation Work?

      Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

    • Zoho Books/Inventory - Restrict Items With Pricebook

      Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature request

    • Best Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools

      I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.

    • How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

      Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

    • Card payment surcharge?

      Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients

    • Javascript Error

      I don't know how this happened but I'm constantly getting popup windows with Javascript coming from Notebook. I have no idea why this is happening. Screen shot attached. Thanks, Joe Berry

    • Zoho POS App Hanging Issue – Sales Becoming Difficult

      The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

    • Tip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'

      Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applications

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • Temporarily rate limited due to IP reputation.

      We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

    • SKUs for Invoices, POs, etc.

      It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

    • how to avoid duplicate customer

      How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

    • Tags with spaces

      I imported notes from Evernote where tags can have spaces in them (for example "House Expenses" or "House Improvements". The import worked fine. Now I want to add a new note and assign it a tag. As soon as I type "House" followed by the space I get a

    • RSC Connectivity Linkedin Recruiter RPS

      It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

    • im facing issue on generate the Estimate price

      i couldn't understand what is the issue , i cant generate Estimate price where is the issue

    • cannot be able to add user

      Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add now

    • Changing an existing item to different accounts & inventory-tracked

      Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process

    • How do I edit the Calendar Invite notifications for Interviews in Recruit?

      I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

    • big 5 accounts

      how do you find what accounts are listed as Big 5 ?

    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

    • Actual vs Minimum

      Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

    • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

      I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

    • favorites no longer listed

      Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!

    • How to add interviews through API

      I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row

    • Offer already made- but I withdrew it

      I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

    • Control the precision of answer bot responses

      Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.

    • Rebrand your CRM with the all-new custom domain mapping setup

      UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

    • Sender Email ID is duplicate

      My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please 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

    • Building Toppings #6 - Install and uninstall actions

      Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'll

    • New UI in Zoho One CRM

      Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.

    • App like Miro

      Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Next Page