Client Script | Update - Introducing Commands in Client Script!

Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip?

Discover the power of Client Script - Commands!

Commands : a new dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. The user can either use customized keyboard shortcuts or command palette to execute Client Script. Users can quickly execute Client Script from anywhere within CRM, triggering complex actions with simple keystrokes, enhancing productivity and user experience.

Here is how you need to create a Command Client Script.

Create a command by specifying the Category as Commands (instead of module) while creating a Client Script.

You can trigger a Command in two ways,

Here is how you can add Keyboard Shortcuts for Commands.

Here is how you can trigger Client Script using the Command palette.

Note:

Every user can assign their preferred shortcut key to trigger a Command.             

Let's explore some real-life scenarios where Client Script Commands would be beneficial.

Scenario 1:

Here are the tasks of Sales Advisors optimized using Client Script Commands.

# 1 Access Utilities Anywhere in CRM!

To open the EMI calculator widget in any page of Zoho CRM, the Sales Advisor simply clicks the command palette icon in the footer and selects "EMI Calculator".

Here is how the Client Script Command works.

Note

The EMI Calculator in this scenario is built using Widgets and rendered as a flyout.

# 2 Context-Aware Commands - Triggers tailored to every page!

To locate the nearest branch, the Sales Advisor uses a keyboard shortcut to open the command palette and selects "Nearest branch finder" or a shortcut code ( N B H ). When he performs this action on the detail page of contacts, it shows the nearest branch in a popup by picking the customer pin code from the contact Detail Page. Based on his selection, the current Contact Detail Page will navigate to the Create Page of the Loans Module, automatically populating the Nearest Branch, Contact Name, and Email fields with information from the Contact's record.

Note

The Nearest Branch Finder is built using Widgets, rendered as a popup and navigates to Create Page of another module using navigateTo() method

# 3 Stay within the CRM - Access all the data you need right from your CRM!

Scenario 2 :

# 3.1 Get the exact details you need in a snap!

When the salesperson uses the keyboard shortcut O T, theClient Script fetches the order details from a third party application and shows a popup with the order details in CRM.

Here is how the Client Script Command works.

# 3.2 Simply Select & Command: Text-Powered actions at your fingertips!

If the user selects the Order ID and uses the shortcut key (O T), the Client Script automatically runs and retrieves the order details without requiring the salesperson to input the order ID manually.The variable $Client.selectedValue captures the content selected by the user on the current page. It passes the selected Order ID to the Client Script, which then uses this stored value to fetch the corresponding Order Details.

Note

GetInput() is used to retrieve the Order ID. The Order Tracker is built using Widgets and rendered as a popup.

We hope you find this incredibly beneficial!

PS: This feature is not supported on mobile devices. 

POCs : @Anonymous User , @Anonymous User 

• Topic Participants

• Maadhari M

  

• Pablo Silva Osorio

  

• Haiku Technical Support

  

• Andres

• Hugh Marshall

  

• Sticky Posts

• 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

• Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

• Recent Topics

• What’s New in Zoho Expense (April – July 2025)

  Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling

• Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

  You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over

• Undo Command in Notebook

  It would be handy to have an Undo in the row of icons at the bottom of the notes.

• Narrative 9: GC—Meaningful conversations that benefit your customers

  Behind the scenes of a successful ticketing system - BTS Series Narrative 9: GC—Meaningful conversations that benefit your customers Customers often seek immediate solutions, which is why self-service options are essential. Guided Conversations provides

• FSM App Oddity

  We recently rolled out FSM to our technicians, and only one technician is having an issue. He's using an iPhone with iOS 18.6 installed. When he goes to service appointments using the calendar icon at the bottom of the app, he gets a list view only. Typically,

• Cliq Not Working !

  Zoho Cliq has been experiencing connectivity issues since this morning. The app is unable to establish a connection with the server.

• Injecting CSS into ZML pages

  Is there a way to inject CSS into ZML pages? Use case: 1. Dashboard displays 'Recent Activities' card displaying a list of newly added records 2. Each item in list links to the record onClick 3. When a user points the cursor over an item in the list,

• Power of Automation :: Automated Weekly Notifications for Unapproved Timesheets

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Extracting Data from Sitelink APIs

  Hi All, I'm working to pull data on Sitelink using API calls but i can't seem to extract it. If you click expand, you will see it has a lot of data in it. I tried extracting from the map but it's not giving me anything. Is there a workaround on this or

• Export a list of fields for all modules in a spreadsheet with specific field data

  Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could

• [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

  Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

• 【Zoho Backstage】2025年7月のアップデート紹介

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - July 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを3点抜粋して、ご紹介します。 目次 1.参加可否の確認：RSVP 2.証明書作成ツール：Certificate Builder 3.登録の承認 ：Registration Approval 1.参加可否の確認：RSVP

• Can we have Backorder Management ?

  Can we have Backorder Management ?

• Display a field of an Account on the Ticket view

  Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

• Insurance Agencies

  I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.

• Problem with Egyptian internet ISP

  Dears,  We have problem with our ADSL internet SP, That your site not working with. So, we contact them and they asking us to contact you to solve this problem.  The problem that when we are connecting to Tedata ADSL your website not working (Business Email).  BR,, Mohamed Omar 

• Mail Not Showing In Inbox or Sent Box

  Hi, there are mails that are not displaying in both my inbox and sent box. I just tried the iPad app and it is the same but there is a blank field where a mail should be and it refers to a server error. Please fix this.

• Marketing Automation List Entry Criteria is no longer an option

  For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone

• GCLID arrives not in CRM with iframe integrated ZOHO Form

  Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

• Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

  Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

• Is it possible to edit placeholder text?

  In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

• How to allow download of a file AFTER information is collected?

  I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

• Add Baseline methods to API

  There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

• Bulk Fill In & Edit PO/Bill/SO/Invoice

  Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

• Fixed Assets beg balance

  Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

• CRM Deluge how can link attach file with workdrive file.

  Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

• Feature announcement: AI-powered document generator in Zoho Sign

  Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

• Permanently deleted files

  Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

• Shared Mailbox in iOS app

  Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

• Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

  Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

• Revenue Management: #6 Revenue Recognition in Professional Services Industry

  If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

• Zoho fsm scheduled maintenance dispatch

  Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

• zoho.inventory.getRecords returns no records

  I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

• Feature announcement - Simplifying document creation with Zoho Sign

  Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

• Integrating File Attachments in Zoho Flow Email Notifications

  Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

• Zoho project purchases

  Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

• How can I restore all the deleted Time entries of a Task in Zoho Projects

  How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

• Is there a way to make an account inactive in ZoHo Desk

  We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

• How to set the value of the Phone field importing contacts in Zoho Desk

  Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

• Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

  I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

• Next Page